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 | $63,731 | $95,971-33.6% | $74,550-14.5% | $135,375-52.9% |
| Participation rate | 70.6% | 75.7%-5.1pp | 69.1%+1.4pp | 82.6%-12.1pp |
| Annual return | -6.88% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $388 | $2,716-85.7% | $1,961-80.2% | $4,779-91.9% |
| Participant deferral / active EE | $1,657 | $3,843-56.9% | $3,108-46.7% | $5,609-70.5% |
| Admin fee / account holder | $128 | $6,522-98.0% | $5,060-97.5% | $10,827-98.8% |