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 | $64,699 | $180,449-64.1% | $154,107-58.0% | $135,375-52.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.44% | 888.09%-891.5pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $12,247 | $6,035+102.9% | $5,298+131.2% | $4,779+156.3% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |