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 | $24,279 | $138,065-82.4% | $123,544-80.3% | $135,375-82.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -0.14% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $4,658 | $5,151-9.6% | $4,628+0.7% | $4,779-2.5% |
| Participant deferral / active EE | $6,578 | $6,799-3.3% | $6,426+2.4% | $5,609+17.3% |
| Admin fee / account holder | $47 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |