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 | $78,064 | $135,635-42.4% | $110,238-29.2% | $135,375-42.3% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -6.25% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,741 | $4,906-64.5% | $3,826-54.5% | $4,779-63.6% |
| Participant deferral / active EE | $2,760 | $5,506-49.9% | $4,672-40.9% | $5,609-50.8% |
| Admin fee / account holder | $162 | $11,457-98.6% | $8,547-98.1% | $10,827-98.5% |