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 | $23,932 | $97,757-75.5% | $83,848-71.5% | $135,375-82.3% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -8.66% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,888 | $4,222-31.6% | $3,631-20.5% | $4,779-39.6% |
| Participant deferral / active EE | $3,720 | $4,682-20.6% | $4,082-8.9% | $5,609-33.7% |
| Admin fee / account holder | $275 | $6,674-95.9% | $5,478-95.0% | $10,827-97.5% |