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 | $35,149 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -7.03% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,036 | $5,151-79.9% | $4,628-77.6% | $4,779-78.3% |
| Participant deferral / active EE | $2,677 | $6,799-60.6% | $6,426-58.3% | $5,609-52.3% |
| Admin fee / account holder | $160 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |