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 | $30,008 | $97,757-69.3% | $83,848-64.2% | $135,375-77.8% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -6.50% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,495 | $4,222-64.6% | $3,631-58.8% | $4,779-68.7% |
| Participant deferral / active EE | $3,570 | $4,682-23.8% | $4,082-12.5% | $5,609-36.4% |
| Admin fee / account holder | $163 | $6,674-97.6% | $5,478-97.0% | $10,827-98.5% |