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 | $81,176 | $133,958-39.4% | $112,228-27.7% | $134,475-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.30% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,080 | $4,038-48.5% | $3,635-42.8% | $4,740-56.1% |
| Participant deferral / active EE | $9,148 | $5,291+72.9% | $4,728+93.5% | $6,400+42.9% |
| Admin fee / account holder | $84 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |