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 | $14,316 | $133,958-89.3% | $112,228-87.2% | $134,475-89.4% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -18.52% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,449 | $4,038-64.1% | $3,635-60.1% | $4,740-69.4% |
| Participant deferral / active EE | $1,781 | $5,291-66.3% | $4,728-62.3% | $6,400-72.2% |
| Admin fee / account holder | $178 | $7,489-97.6% | $6,410-97.2% | $11,426-98.4% |