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 | $38,699 | $48,274-19.8% | $63,517-39.1% | $59,632-35.1% |
| Participation rate | 94.1% | 66.3%+27.8pp | 71.0%+23.1pp | 68.7%+25.4pp |
| Annual return | -1.24% | -240.79%+239.5pp | -70.30%+69.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $883 | $1,586-44.4% | $2,322-62.0% | $2,203-59.9% |
| Participant deferral / active EE | $2,046 | $2,343-12.6% | $2,953-30.7% | $3,192-35.9% |
| Admin fee / account holder | $289 | $3,600-92.0% | $5,892-95.1% | $4,297-93.3% |