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 | $106,280 | $167,307-36.5% | $143,757-26.1% | $134,475-21.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.08% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,662 | $5,619-52.6% | $4,951-46.2% | $4,740-43.8% |
| Participant deferral / active EE | $5,234 | $6,446-18.8% | $5,637-7.1% | $6,400-18.2% |
| Admin fee / account holder | $54 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |