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 | $52,485 | $88,594-40.8% | $70,092-25.1% | $134,475-61.0% |
| Participation rate | 81.3% | 74.9%+6.3pp | 70.5%+10.8pp | 81.2%0pp |
| Annual return | -16.66% | 442.67%-459.3pp | 190.73%-207.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,793 | $3,233+17.3% | $2,559+48.2% | $4,740-20.0% |
| Participant deferral / active EE | $6,723 | $4,772+40.9% | $3,849+74.7% | $6,400+5.0% |
| Admin fee / account holder | $78 | $10,441-99.3% | $6,267-98.8% | $11,426-99.3% |