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 | $70,708 | $129,942-45.6% | $104,294-32.2% | $134,475-47.4% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -19.05% | 42.03%-61.1pp | 24.61%-43.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,221 | $4,184-46.9% | $3,372-34.1% | $4,740-53.1% |
| Participant deferral / active EE | $3,050 | $5,588-45.4% | $4,625-34.0% | $6,400-52.3% |
| Admin fee / account holder | $2 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |