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 | $48,531 | $180,449-73.1% | $154,107-68.5% | $135,375-64.2% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -7.42% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,016 | $6,035-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $6,576 | $5,806+13.3% | $5,081+29.4% | $5,609+17.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |