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 | $73,844 | $180,449-59.1% | $154,107-52.1% | $135,375-45.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -0.78% | 888.09%-888.9pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $4,047 | $6,035-32.9% | $5,298-23.6% | $4,779-15.3% |
| Participant deferral / active EE | $4,697 | $5,806-19.1% | $5,081-7.5% | $5,609-16.3% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |