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 | $47,741 | $138,065-65.4% | $123,544-61.4% | $135,375-64.7% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -8.16% | 153.68%-161.8pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,117 | $5,151-39.5% | $4,628-32.6% | $4,779-34.8% |
| Participant deferral / active EE | $4,236 | $6,799-37.7% | $6,426-34.1% | $5,609-24.5% |
| Admin fee / account holder | $245 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |