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 | $70,450 | $133,958-47.4% | $112,228-37.2% | $134,475-47.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.99% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,935 | $4,038-52.1% | $3,635-46.8% | $4,740-59.2% |
| Participant deferral / active EE | $11,512 | $5,291+117.6% | $4,728+143.5% | $6,400+79.9% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |