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 | $64,603 | $95,971-32.7% | $74,550-13.3% | $135,375-52.3% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -4.68% | 56.96%-61.6pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,755 | $2,716-35.4% | $1,961-10.5% | $4,779-63.3% |
| Participant deferral / active EE | $4,433 | $3,843+15.3% | $3,108+42.6% | $5,609-21.0% |
| Admin fee / account holder | $247 | $6,522-96.2% | $5,060-95.1% | $10,827-97.7% |