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 | $122,378 | $147,167-16.8% | $111,392+9.9% | $135,375-9.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 78.9%+3.0pp | 82.6%-0.8pp |
| Annual return | -5.38% | -4.44%-0.9pp | -2.06%-3.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,450 | $5,204-72.1% | $4,328-66.5% | $4,779-69.7% |
| Participant deferral / active EE | $3,835 | $6,565-41.6% | $5,567-31.1% | $5,609-31.6% |
| Admin fee / account holder | $11 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |