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 | $32,137 | $97,757-67.1% | $83,848-61.7% | $135,375-76.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.86% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,733 | $4,222-59.0% | $3,631-52.3% | $4,779-63.7% |
| Participant deferral / active EE | $2,509 | $4,682-46.4% | $4,082-38.5% | $5,609-55.3% |
| Admin fee / account holder | $83 | $6,674-98.8% | $5,478-98.5% | $10,827-99.2% |