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 9-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 | $87,642 | $99,652-12.1% | $78,778+11.3% | $147,584-40.6% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,405 | $2,796-49.7% | $1,986-29.2% | $4,876-71.2% |
| Participant deferral / active EE | $3,400 | $3,664-7.2% | $2,958+14.9% | $5,439-37.5% |
| Admin fee / account holder | $180 | $7,155-97.5% | $5,134-96.5% | $10,885-98.3% |