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 | $72,790 | $133,958-45.7% | $112,228-35.1% | $134,475-45.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.56% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $970 | $4,038-76.0% | $3,635-73.3% | $4,740-79.5% |
| Participant deferral / active EE | $5,454 | $5,291+3.1% | $4,728+15.4% | $6,400-14.8% |
| Admin fee / account holder | $76 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |