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 | $44,440 | $97,757-54.5% | $83,848-47.0% | $135,375-67.2% |
| Participation rate | 70.8% | 80.0%-9.1pp | 76.1%-5.3pp | 82.6%-11.8pp |
| Annual return | -6.51% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,444 | $4,222-65.8% | $3,631-60.2% | $4,779-69.8% |
| Participant deferral / active EE | $3,374 | $4,682-27.9% | $4,082-17.3% | $5,609-39.8% |
| Admin fee / account holder | $214 | $6,674-96.8% | $5,478-96.1% | $10,827-98.0% |