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 | $35,911 | $180,449-80.1% | $154,107-76.7% | $135,375-73.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.93% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,653 | $6,035-56.0% | $5,298-49.9% | $4,779-44.5% |
| Participant deferral / active EE | $6,705 | $5,806+15.5% | $5,081+32.0% | $5,609+19.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |