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 | $51,972 | $138,065-62.4% | $123,544-57.9% | $135,375-61.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -0.37% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,516 | $5,151-70.6% | $4,628-67.2% | $4,779-68.3% |
| Participant deferral / active EE | $4,507 | $6,799-33.7% | $6,426-29.9% | $5,609-19.6% |
| Admin fee / account holder | $110 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |