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 | $30,218 | $97,757-69.1% | $83,848-64.0% | $135,375-77.7% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -5.46% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,162 | $4,222-48.8% | $3,631-40.5% | $4,779-54.8% |
| Participant deferral / active EE | $5,761 | $4,682+23.0% | $4,082+41.1% | $5,609+2.7% |
| Admin fee / account holder | $26 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |