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 | $75,586 | $95,193-20.6% | $76,523-1.2% | $135,375-44.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -5.18% | 4.85%-10.0pp | -0.27%-4.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,521 | $3,302-54.0% | $2,647-42.6% | $4,779-68.2% |
| Participant deferral / active EE | $4,357 | $4,639-6.1% | $3,835+13.6% | $5,609-22.3% |
| Admin fee / account holder | $28 | $6,249-99.5% | $4,848-99.4% | $10,827-99.7% |