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 | $28,476 | $138,065-79.4% | $123,544-77.0% | $135,375-79.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.52% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,564 | $5,151-69.6% | $4,628-66.2% | $4,779-67.3% |
| Participant deferral / active EE | $5,337 | $6,799-21.5% | $6,426-16.9% | $5,609-4.8% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |