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 | $30,871 | $95,971-67.8% | $74,550-58.6% | $135,375-77.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -8.57% | 56.96%-65.5pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,539 | $2,716+67.1% | $1,961+131.5% | $4,779-5.0% |
| Participant deferral / active EE | $2,396 | $3,843-37.7% | $3,108-22.9% | $5,609-57.3% |
| Admin fee / account holder | $109 | $6,522-98.3% | $5,060-97.9% | $10,827-99.0% |