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 | $61,598 | $133,958-54.0% | $112,228-45.1% | $134,475-54.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -19.83% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,620 | $4,038-35.1% | $3,635-27.9% | $4,740-44.7% |
| Participant deferral / active EE | $8,892 | $5,291+68.1% | $4,728+88.1% | $6,400+38.9% |
| Admin fee / account holder | $144 | $7,489-98.1% | $6,410-97.8% | $11,426-98.7% |