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 | $25,596 | $133,958-80.9% | $112,228-77.2% | $134,475-81.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.93% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,486 | $4,038-63.2% | $3,635-59.1% | $4,740-68.6% |
| Participant deferral / active EE | $2,029 | $5,291-61.7% | $4,728-57.1% | $6,400-68.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |