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 | $51,474 | $105,860-51.4% | $90,749-43.3% | $134,475-61.7% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.7%+2.9pp | 81.2%-2.7pp |
| Annual return | -6.99% | -11.01%+4.0pp | -12.16%+5.2pp | 417.96%-425.0pp |
| Employer contribution / active EE | $1,132 | $3,462-67.3% | $2,921-61.2% | $4,740-76.1% |
| Participant deferral / active EE | $3,272 | $5,216-37.3% | $4,564-28.3% | $6,400-48.9% |
| Admin fee / account holder | $6 | $13,938-100.0% | $8,445-99.9% | $11,426-99.9% |