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 | $61,065 | $167,307-63.5% | $143,757-57.5% | $134,475-54.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.47% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $10,000 | $5,619+78.0% | $4,951+102.0% | $4,740+111.0% |
| Participant deferral / active EE | $7,200 | $6,446+11.7% | $5,637+27.7% | $6,400+12.5% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |