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 | $25,293 | $133,958-81.1% | $112,228-77.5% | $134,475-81.2% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -20.37% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,693 | $4,038-58.1% | $3,635-53.4% | $4,740-64.3% |
| Participant deferral / active EE | $3,218 | $5,291-39.2% | $4,728-31.9% | $6,400-49.7% |
| Admin fee / account holder | $235 | $7,489-96.9% | $6,410-96.3% | $11,426-97.9% |