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 | $54,648 | $92,703-41.0% | $82,719-33.9% | $134,475-59.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -19.36% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,752 | $3,274-46.5% | $3,009-41.8% | $4,740-63.0% |
| Participant deferral / active EE | $2,545 | $4,802-47.0% | $4,395-42.1% | $6,400-60.2% |
| Admin fee / account holder | $125 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |