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 | $69,715 | $167,307-58.3% | $143,757-51.5% | $134,475-48.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -8.11% | 0.46%-8.6pp | -0.04%-8.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $3,416 | $5,619-39.2% | $4,951-31.0% | $4,740-27.9% |
| Participant deferral / active EE | $7,276 | $6,446+12.9% | $5,637+29.1% | $6,400+13.7% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |