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 | $45,517 | $211,958-78.5% | $169,463-73.1% | $135,375-66.4% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -7.41% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $533 | $5,120-89.6% | $4,159-87.2% | $4,779-88.8% |
| Participant deferral / active EE | $1,046 | $6,075-82.8% | $5,277-80.2% | $5,609-81.4% |
| Admin fee / account holder | $58 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |