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 | $44,569 | $84,695-47.4% | $73,843-39.6% | $125,391-64.5% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | -1.41% | 3123.53%-3124.9pp | 2267.84%-2269.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,055 | $3,123-34.2% | $2,787-26.3% | $4,866-57.8% |
| Participant deferral / active EE | $5,390 | $3,992+35.0% | $3,583+50.4% | $5,352+0.7% |
| Admin fee / account holder | $278 | $5,691-95.1% | $4,880-94.3% | $9,540-97.1% |