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 | $75,541 | $133,958-43.6% | $112,228-32.7% | $134,475-43.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.09% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,516 | $4,038+11.8% | $3,635+24.2% | $4,740-4.7% |
| Participant deferral / active EE | $6,183 | $5,291+16.9% | $4,728+30.8% | $6,400-3.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |