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 | $22,446 | $76,000-70.5% | $154,107-85.4% | $64,186-65.0% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,564 | $3,351-53.3% | $5,298-70.5% | $2,381-34.3% |
| Participant deferral / active EE | $1,690 | $3,175-46.8% | $5,081-66.7% | $3,470-51.3% |
| Admin fee / account holder | $135 | $5,596-97.6% | $13,411-99.0% | $4,888-97.2% |