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 | $71,307 | $138,065-48.4% | $123,544-42.3% | $135,375-47.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,469 | $5,151-52.1% | $4,628-46.7% | $4,779-48.3% |
| Participant deferral / active EE | $8,555 | $6,799+25.8% | $6,426+33.1% | $5,609+52.5% |
| Admin fee / account holder | $19 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |