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 | $87,437 | $167,307-47.7% | $143,757-39.2% | $134,475-35.0% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.46% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,070 | $5,619-45.4% | $4,951-38.0% | $4,740-35.2% |
| Participant deferral / active EE | $3,069 | $6,446-52.4% | $5,637-45.6% | $6,400-52.0% |
| Admin fee / account holder | $102 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |