See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,185 | $127,386-59.0% | $115,037-54.6% | $125,391-58.4% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.15% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,536 | $5,166-50.9% | $4,608-45.0% | $4,866-47.9% |
| Participant deferral / active EE | $10,252 | $6,423+59.6% | $6,026+70.1% | $5,352+91.6% |
| Admin fee / account holder | $61 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |