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 | $71,761 | $167,307-57.1% | $143,757-50.1% | $134,475-46.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.29% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,474 | $5,619-38.2% | $4,951-29.8% | $4,740-26.7% |
| Participant deferral / active EE | $7,704 | $6,446+19.5% | $5,637+36.7% | $6,400+20.4% |
| Admin fee / account holder | $223 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |