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 | $29,903 | $95,971-68.8% | $74,550-59.9% | $135,375-77.9% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.81% | 56.96%-63.8pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,819 | $2,716-33.0% | $1,961-7.3% | $4,779-61.9% |
| Participant deferral / active EE | $2,450 | $3,843-36.3% | $3,108-21.2% | $5,609-56.3% |
| Admin fee / account holder | $81 | $6,522-98.8% | $5,060-98.4% | $10,827-99.3% |