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 | $29,361 | $104,106-71.8% | $71,086-58.7% | $135,375-78.3% |
| Participation rate | 90.9% | 65.7%+25.3pp | 54.7%+36.3pp | 82.6%+8.3pp |
| Annual return | -5.44% | 1256.30%-1261.7pp | 650.59%-656.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,871 | $1,485+93.4% | $1,088+164.0% | $4,779-39.9% |
| Participant deferral / active EE | $4,228 | $2,527+67.3% | $1,874+125.6% | $5,609-24.6% |
| Admin fee / account holder | $96 | $4,142-97.7% | $3,082-96.9% | $10,827-99.1% |