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 8-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 | $66,192 | $167,307-60.4% | $143,757-54.0% | $134,475-50.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -10.73% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,774 | $5,619-50.6% | $4,951-44.0% | $4,740-41.5% |
| Participant deferral / active EE | $3,468 | $6,446-46.2% | $5,637-38.5% | $6,400-45.8% |
| Admin fee / account holder | $147 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |