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 | $70,265 | $140,588-50.0% | $123,104-42.9% | $125,391-44.0% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -3.12% | 16.80%-19.9pp | 13.22%-16.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,642 | $6,041-56.3% | $5,151-48.7% | $4,866-45.7% |
| Participant deferral / active EE | $12,010 | $6,980+72.0% | $6,230+92.8% | $5,352+124.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |