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 | $24,578 | $133,958-81.7% | $112,228-78.1% | $134,475-81.7% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -20.50% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,590 | $4,038-60.6% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $3,260 | $5,291-38.4% | $4,728-31.0% | $6,400-49.1% |
| Admin fee / account holder | $35 | $7,489-99.5% | $6,410-99.5% | $11,426-99.7% |