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 | $56,024 | $168,632-66.8% | $147,614-62.0% | $125,391-55.3% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.83% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,527 | $6,252-75.6% | $5,564-72.6% | $4,866-68.6% |
| Participant deferral / active EE | $2,653 | $5,507-51.8% | $4,895-45.8% | $5,352-50.4% |
| Admin fee / account holder | $293 | $13,580-97.8% | $11,611-97.5% | $9,540-96.9% |