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 | $89,459 | $129,942-31.2% | $104,294-14.2% | $134,475-33.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.76% | 42.03%-54.8pp | 24.61%-37.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,317 | $4,184-68.5% | $3,372-60.9% | $4,740-72.2% |
| Participant deferral / active EE | $2,488 | $5,588-55.5% | $4,625-46.2% | $6,400-61.1% |
| Admin fee / account holder | $5 | $9,323-99.9% | $7,339-99.9% | $11,426-100.0% |