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 | $54,130 | $129,942-58.3% | $104,294-48.1% | $134,475-59.7% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -10.54% | 42.03%-52.6pp | 24.61%-35.1pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,578 | $4,184-62.3% | $3,372-53.2% | $4,740-66.7% |
| Participant deferral / active EE | $2,514 | $5,588-55.0% | $4,625-45.6% | $6,400-60.7% |
| Admin fee / account holder | $115 | $9,323-98.8% | $7,339-98.4% | $11,426-99.0% |