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 | $48,651 | $180,449-73.0% | $154,107-68.4% | $135,375-64.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.11% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,662 | $6,035-72.5% | $5,298-68.6% | $4,779-65.2% |
| Participant deferral / active EE | $5,380 | $5,806-7.3% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $92 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |