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 | $31,526 | $95,971-67.2% | $74,550-57.7% | $135,375-76.7% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -3.09% | 56.96%-60.1pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,573 | $2,716-42.1% | $1,961-19.8% | $4,779-67.1% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $204 | $6,522-96.9% | $5,060-96.0% | $10,827-98.1% |