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 | $81,951 | $133,958-38.8% | $112,228-27.0% | $134,475-39.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.53% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,865 | $4,038-29.0% | $3,635-21.2% | $4,740-39.6% |
| Participant deferral / active EE | $6,652 | $5,291+25.7% | $4,728+40.7% | $6,400+3.9% |
| Admin fee / account holder | $287 | $7,489-96.2% | $6,410-95.5% | $11,426-97.5% |