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 | $41,957 | $93,024-54.9% | $77,024-45.5% | $134,475-68.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -18.92% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,359 | $3,418-60.3% | $2,812-51.7% | $4,740-71.3% |
| Participant deferral / active EE | $2,781 | $5,238-46.9% | $4,426-37.2% | $6,400-56.5% |
| Admin fee / account holder | $124 | $6,944-98.2% | $5,425-97.7% | $11,426-98.9% |