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 | $60,754 | $95,862-36.6% | $79,550-23.6% | $134,475-54.8% |
| Participation rate | 70.6% | 75.0%-4.4pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -8.31% | -2.69%-5.6pp | 0.16%-8.5pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,748 | $3,128-44.1% | $2,413-27.6% | $4,740-63.1% |
| Participant deferral / active EE | $5,071 | $4,693+8.1% | $3,985+27.2% | $6,400-20.8% |
| Admin fee / account holder | $206 | $9,126-97.7% | $6,832-97.0% | $11,426-98.2% |