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 | $67,798 | $152,509-55.5% | $117,472-42.3% | $134,475-49.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -10.74% | 52.99%-63.7pp | 29.74%-40.5pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,180 | $5,571-25.0% | $4,176+0.1% | $4,740-11.8% |
| Participant deferral / active EE | $10,260 | $4,818+113.0% | $4,070+152.1% | $6,400+60.3% |
| Admin fee / account holder | $298 | $7,004-95.7% | $5,645-94.7% | $11,426-97.4% |