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 | $27,296 | $76,000-64.1% | $154,107-82.3% | $64,186-57.5% |
| Participation rate | 72.4% | 70.4%+2.0pp | 83.0%-10.6pp | 69.6%+2.8pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,748 | $3,351-18.0% | $5,298-48.1% | $2,381+15.4% |
| Participant deferral / active EE | $1,989 | $3,175-37.4% | $5,081-60.9% | $3,470-42.7% |
| Admin fee / account holder | $3 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |