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 | $33,156 | $138,065-76.0% | $123,544-73.2% | $135,375-75.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -8.63% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,196 | $5,151-18.6% | $4,628-9.3% | $4,779-12.2% |
| Participant deferral / active EE | $9,718 | $6,799+42.9% | $6,426+51.2% | $5,609+73.3% |
| Admin fee / account holder | $259 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |