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 | $73,405 | $180,449-59.3% | $154,107-52.4% | $135,375-45.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.48% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,897 | $6,035-52.0% | $5,298-45.3% | $4,779-39.4% |
| Participant deferral / active EE | $5,823 | $5,806+0.3% | $5,081+14.6% | $5,609+3.8% |
| Admin fee / account holder | $87 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |