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 | $69,281 | $167,484-58.6% | $151,611-54.3% | $134,475-48.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -17.03% | 7.80%-24.8pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,216 | $6,829-67.6% | $6,166-64.1% | $4,740-53.3% |
| Participant deferral / active EE | $12,843 | $8,986+42.9% | $8,363+53.6% | $6,400+100.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |