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 | $55,760 | $129,942-57.1% | $104,294-46.5% | $134,475-58.5% |
| Participation rate | 95.5% | 79.5%+15.9pp | 73.3%+22.2pp | 81.2%+14.2pp |
| Annual return | -15.01% | 42.03%-57.0pp | 24.61%-39.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $7,336 | $4,184+75.3% | $3,372+117.6% | $4,740+54.8% |
| Participant deferral / active EE | $3,083 | $5,588-44.8% | $4,625-33.3% | $6,400-51.8% |
| Admin fee / account holder | $116 | $9,323-98.8% | $7,339-98.4% | $11,426-99.0% |