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 | $119,430 | $168,632-29.2% | $147,614-19.1% | $125,391-4.8% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.50% | 77.65%-78.1pp | 61.98%-62.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,499 | $6,252-60.0% | $5,564-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $7,479 | $5,507+35.8% | $4,895+52.8% | $5,352+39.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |