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 | $23,036 | $90,600-74.6% | $79,464-71.0% | $135,375-83.0% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -3.59% | 977.43%-981.0pp | 718.14%-721.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,259 | $3,068-59.0% | $2,800-55.0% | $4,779-73.6% |
| Participant deferral / active EE | $2,106 | $4,050-48.0% | $3,704-43.1% | $5,609-62.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |