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 | $29,276 | $133,958-78.1% | $112,228-73.9% | $134,475-78.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.99% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,716 | $4,038-57.5% | $3,635-52.8% | $4,740-63.8% |
| Participant deferral / active EE | $6,075 | $5,291+14.8% | $4,728+28.5% | $6,400-5.1% |
| Admin fee / account holder | $274 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |