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 | $67,204 | $97,757-31.3% | $83,848-19.9% | $135,375-50.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.84% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,673 | $4,222-60.4% | $3,631-53.9% | $4,779-65.0% |
| Participant deferral / active EE | $6,404 | $4,682+36.8% | $4,082+56.9% | $5,609+14.2% |
| Admin fee / account holder | $131 | $6,674-98.0% | $5,478-97.6% | $10,827-98.8% |