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 | $10,484 | $90,600-88.4% | $79,464-86.8% | $135,375-92.3% |
| Participation rate | 73.7% | 76.0%-2.4pp | 73.3%+0.3pp | 82.6%-9.0pp |
| Annual return | -7.94% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,894 | $3,068-38.3% | $2,800-32.4% | $4,779-60.4% |
| Participant deferral / active EE | $763 | $4,050-81.2% | $3,704-79.4% | $5,609-86.4% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |