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 | $14,456 | $92,703-84.4% | $82,719-82.5% | $134,475-89.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -11.06% | 944.92%-956.0pp | 701.18%-712.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,183 | $3,274-33.3% | $3,009-27.5% | $4,740-53.9% |
| Participant deferral / active EE | $1,998 | $4,802-58.4% | $4,395-54.5% | $6,400-68.8% |
| Admin fee / account holder | $116 | $5,983-98.1% | $5,329-97.8% | $11,426-99.0% |