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 | $20,036 | $95,971-79.1% | $74,550-73.1% | $135,375-85.2% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -7.80% | 56.96%-64.8pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,622 | $2,716+33.4% | $1,961+84.7% | $4,779-24.2% |
| Participant deferral / active EE | $2,963 | $3,843-22.9% | $3,108-4.7% | $5,609-47.2% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |