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 | $63,173 | $100,754-37.3% | $86,677-27.1% | $134,475-53.0% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -17.17% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,448 | $3,489-58.5% | $2,836-49.0% | $4,740-69.5% |
| Participant deferral / active EE | $4,595 | $5,338-13.9% | $4,656-1.3% | $6,400-28.2% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |