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 | $81,377 | $93,024-12.5% | $77,024+5.7% | $134,475-39.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.99% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,832 | $3,418-17.2% | $2,812+0.7% | $4,740-40.3% |
| Participant deferral / active EE | $6,471 | $5,238+23.5% | $4,426+46.2% | $6,400+1.1% |
| Admin fee / account holder | $73 | $6,944-98.9% | $5,425-98.6% | $11,426-99.4% |