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 | $23,899 | $88,594-73.0% | $70,092-65.9% | $134,475-82.2% |
| Participation rate | 95.7% | 74.9%+20.7pp | 70.5%+25.2pp | 81.2%+14.4pp |
| Annual return | -14.92% | 442.67%-457.6pp | 190.73%-205.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,652 | $3,233-18.0% | $2,559+3.6% | $4,740-44.0% |
| Participant deferral / active EE | $3,806 | $4,772-20.3% | $3,849-1.1% | $6,400-40.5% |
| Admin fee / account holder | $294 | $10,441-97.2% | $6,267-95.3% | $11,426-97.4% |