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 | $48,333 | $133,958-63.9% | $112,228-56.9% | $134,475-64.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -18.56% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,785 | $4,038-55.8% | $3,635-50.9% | $4,740-62.3% |
| Participant deferral / active EE | $5,000 | $5,291-5.5% | $4,728+5.8% | $6,400-21.9% |
| Admin fee / account holder | $175 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |