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 | $51,713 | $76,000-32.0% | $154,107-66.4% | $64,186-19.4% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -5.73% | 30.32%-36.0pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,711 | $3,351-48.9% | $5,298-67.7% | $2,381-28.1% |
| Participant deferral / active EE | $4,582 | $3,175+44.3% | $5,081-9.8% | $3,470+32.1% |
| Admin fee / account holder | $120 | $5,596-97.9% | $13,411-99.1% | $4,888-97.5% |