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 | $49,274 | $167,307-70.5% | $143,757-65.7% | $134,475-63.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -15.92% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,585 | $5,619-54.0% | $4,951-47.8% | $4,740-45.5% |
| Participant deferral / active EE | $4,013 | $6,446-37.7% | $5,637-28.8% | $6,400-37.3% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |