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 | $70,283 | $117,690-40.3% | $71,735-2.0% | $134,475-47.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.17% | 25.44%-38.6pp | 9.14%-22.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,131 | $2,525+24.0% | $1,704+83.8% | $4,740-33.9% |
| Participant deferral / active EE | $8,506 | $3,759+126.3% | $2,658+220.0% | $6,400+32.9% |
| Admin fee / account holder | $171 | $6,379-97.3% | $3,974-95.7% | $11,426-98.5% |