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 | $28,642 | $135,635-78.9% | $110,238-74.0% | $135,375-78.8% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -1.35% | 513.19%-514.5pp | 314.74%-316.1pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,695 | $4,906-45.1% | $3,826-29.6% | $4,779-43.6% |
| Participant deferral / active EE | $2,529 | $5,506-54.1% | $4,672-45.9% | $5,609-54.9% |
| Admin fee / account holder | $66 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |