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 | $25,999 | $95,971-72.9% | $74,550-65.1% | $135,375-80.8% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.87% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,653 | $2,716-39.1% | $1,961-15.7% | $4,779-65.4% |
| Participant deferral / active EE | $2,603 | $3,843-32.3% | $3,108-16.2% | $5,609-53.6% |
| Admin fee / account holder | $70 | $6,522-98.9% | $5,060-98.6% | $10,827-99.4% |