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 | $20,357 | $93,024-78.1% | $77,024-73.6% | $134,475-84.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -15.20% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,068 | $3,418-68.7% | $2,812-62.0% | $4,740-77.5% |
| Participant deferral / active EE | $1,300 | $5,238-75.2% | $4,426-70.6% | $6,400-79.7% |
| Admin fee / account holder | $81 | $6,944-98.8% | $5,425-98.5% | $11,426-99.3% |