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 | $47,652 | $180,449-73.6% | $154,107-69.1% | $135,375-64.8% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -7.53% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,618 | $6,035+9.7% | $5,298+24.9% | $4,779+38.5% |
| Participant deferral / active EE | $4,393 | $5,806-24.3% | $5,081-13.5% | $5,609-21.7% |
| Admin fee / account holder | $114 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |