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 | $84,391 | $129,942-35.1% | $104,294-19.1% | $134,475-37.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 42.03%-60.1pp | 24.61%-42.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,170 | $4,184-48.1% | $3,372-35.6% | $4,740-54.2% |
| Participant deferral / active EE | $9,703 | $5,588+73.6% | $4,625+109.8% | $6,400+51.6% |
| Admin fee / account holder | $55 | $9,323-99.4% | $7,339-99.2% | $11,426-99.5% |