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 | $74,179 | $180,449-58.9% | $154,107-51.9% | $135,375-45.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.32% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,852 | $6,035-69.3% | $5,298-65.0% | $4,779-61.3% |
| Participant deferral / active EE | $5,076 | $5,806-12.6% | $5,081-0.1% | $5,609-9.5% |
| Admin fee / account holder | $238 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |