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 | $27,980 | $67,331-58.4% | $60,874-54.0% | $134,475-79.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.37% | 49.93%-62.3pp | 16.90%-29.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,781 | $3,096-10.2% | $2,701+3.0% | $4,740-41.3% |
| Participant deferral / active EE | $1,076 | $4,538-76.3% | $3,817-71.8% | $6,400-83.2% |
| Admin fee / account holder | $248 | $4,582-94.6% | $3,224-92.3% | $11,426-97.8% |