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 | $45,042 | $138,065-67.4% | $123,544-63.5% | $135,375-66.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.27% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,395 | $5,151-53.5% | $4,628-48.3% | $4,779-49.9% |
| Participant deferral / active EE | $6,161 | $6,799-9.4% | $6,426-4.1% | $5,609+9.8% |
| Admin fee / account holder | $286 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |