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 | $74,597 | $168,632-55.8% | $147,614-49.5% | $125,391-40.5% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -2.62% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $5,812 | $6,252-7.0% | $5,564+4.4% | $4,866+19.4% |
| Participant deferral / active EE | $3,866 | $5,507-29.8% | $4,895-21.0% | $5,352-27.8% |
| Admin fee / account holder | $191 | $13,580-98.6% | $11,611-98.4% | $9,540-98.0% |