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 | $30,180 | $97,757-69.1% | $83,848-64.0% | $135,375-77.7% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -8.16% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,986 | $4,222-53.0% | $3,631-45.3% | $4,779-58.4% |
| Participant deferral / active EE | $4,968 | $4,682+6.1% | $4,082+21.7% | $5,609-11.4% |
| Admin fee / account holder | $18 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |