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 | $37,800 | $133,958-71.8% | $112,228-66.3% | $134,475-71.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.31% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,600 | $4,038-60.4% | $3,635-56.0% | $4,740-66.2% |
| Participant deferral / active EE | $5,117 | $5,291-3.3% | $4,728+8.2% | $6,400-20.0% |
| Admin fee / account holder | $38 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |