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 | $98,204 | $133,958-26.7% | $112,228-12.5% | $134,475-27.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.34% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,546 | $4,038-61.7% | $3,635-57.5% | $4,740-67.4% |
| Participant deferral / active EE | $4,067 | $5,291-23.1% | $4,728-14.0% | $6,400-36.5% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |