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 | $37,104 | $167,307-77.8% | $143,757-74.2% | $134,475-72.4% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.33% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,131 | $5,619-62.1% | $4,951-57.0% | $4,740-55.0% |
| Participant deferral / active EE | $5,125 | $6,446-20.5% | $5,637-9.1% | $6,400-19.9% |
| Admin fee / account holder | $162 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |