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 | $10,725 | $152,509-93.0% | $117,472-90.9% | $134,475-92.0% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -15.77% | 52.99%-68.8pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,059 | $5,571-81.0% | $4,176-74.6% | $4,740-77.7% |
| Participant deferral / active EE | $1,562 | $4,818-67.6% | $4,070-61.6% | $6,400-75.6% |
| Admin fee / account holder | $17 | $7,004-99.8% | $5,645-99.7% | $11,426-99.9% |