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 | $24,936 | $133,958-81.4% | $112,228-77.8% | $134,475-81.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.34% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,434 | $4,038-64.5% | $3,635-60.5% | $4,740-69.7% |
| Participant deferral / active EE | $2,868 | $5,291-45.8% | $4,728-39.3% | $6,400-55.2% |
| Admin fee / account holder | $197 | $7,489-97.4% | $6,410-96.9% | $11,426-98.3% |