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 | $28,419 | $67,331-57.8% | $60,874-53.3% | $134,475-78.9% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.1%+13.6pp | 81.2%+5.4pp |
| Annual return | -20.31% | 49.93%-70.2pp | 16.90%-37.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,315 | $3,096-57.5% | $2,701-51.3% | $4,740-72.3% |
| Participant deferral / active EE | $3,313 | $4,538-27.0% | $3,817-13.2% | $6,400-48.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |