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 | $40,165 | $138,065-70.9% | $123,544-67.5% | $135,375-70.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -5.66% | 153.68%-159.3pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,928 | $5,151-62.6% | $4,628-58.3% | $4,779-59.6% |
| Participant deferral / active EE | $3,870 | $6,799-43.1% | $6,426-39.8% | $5,609-31.0% |
| Admin fee / account holder | $76 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |