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 | $33,386 | $133,958-75.1% | $112,228-70.3% | $134,475-75.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.59% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,731 | $4,038-57.1% | $3,635-52.4% | $4,740-63.5% |
| Participant deferral / active EE | $7,470 | $5,291+41.2% | $4,728+58.0% | $6,400+16.7% |
| Admin fee / account holder | $113 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |