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 | $62,185 | $127,100-51.1% | $105,738-41.2% | $135,375-54.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -8.20% | 4.49%-12.7pp | 6.27%-14.5pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,613 | $4,107-60.7% | $3,268-50.7% | $4,779-66.3% |
| Participant deferral / active EE | $2,614 | $5,064-48.4% | $4,080-35.9% | $5,609-53.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |