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 | $32,224 | $135,635-76.2% | $110,238-70.8% | $135,375-76.2% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -7.61% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,038 | $4,906-78.8% | $3,826-72.9% | $4,779-78.3% |
| Participant deferral / active EE | $4,953 | $5,506-10.1% | $4,672+6.0% | $5,609-11.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |