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 | $82,632 | $95,971-13.9% | $74,550+10.8% | $135,375-39.0% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -6.67% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $475 | $2,716-82.5% | $1,961-75.8% | $4,779-90.1% |
| Participant deferral / active EE | $2,828 | $3,843-26.4% | $3,108-9.0% | $5,609-49.6% |
| Admin fee / account holder | $259 | $6,522-96.0% | $5,060-94.9% | $10,827-97.6% |