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 | $157,746 | $180,449-12.6% | $154,107+2.4% | $135,375+16.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -0.76% | 888.09%-888.8pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $1,459 | $6,035-75.8% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $5,302 | $5,806-8.7% | $5,081+4.4% | $5,609-5.5% |
| Admin fee / account holder | $56 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |