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 | $92,586 | $133,958-30.9% | $112,228-17.5% | $134,475-31.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.98% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,733 | $4,038-57.1% | $3,635-52.3% | $4,740-63.4% |
| Participant deferral / active EE | $5,911 | $5,291+11.7% | $4,728+25.0% | $6,400-7.6% |
| Admin fee / account holder | $159 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |