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 | $29,768 | $77,813-61.7% | $123,544-75.9% | $64,186-53.6% |
| Participation rate | 75.9% | 74.7%+1.2pp | 82.3%-6.4pp | 69.6%+6.3pp |
| Annual return | -6.96% | 12.48%-19.4pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,028 | $3,014-65.9% | $4,628-77.8% | $2,381-56.8% |
| Participant deferral / active EE | $2,643 | $5,240-49.6% | $6,426-58.9% | $3,470-23.8% |
| Admin fee / account holder | $270 | $5,519-95.1% | $9,284-97.1% | $4,888-94.5% |