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 | $81,804 | $105,860-22.7% | $90,749-9.9% | $134,475-39.2% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.7%+5.3pp | 81.2%-0.3pp |
| Annual return | -14.49% | -11.01%-3.5pp | -12.16%-2.3pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,345 | $3,462-61.1% | $2,921-53.9% | $4,740-71.6% |
| Participant deferral / active EE | $2,007 | $5,216-61.5% | $4,564-56.0% | $6,400-68.6% |
| Admin fee / account holder | $120 | $13,938-99.1% | $8,445-98.6% | $11,426-98.9% |