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 | $47,795 | $105,860-54.9% | $90,749-47.3% | $134,475-64.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -18.60% | -11.01%-7.6pp | -12.16%-6.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,903 | $3,462-45.0% | $2,921-34.9% | $4,740-59.9% |
| Participant deferral / active EE | $4,945 | $5,216-5.2% | $4,564+8.3% | $6,400-22.7% |
| Admin fee / account holder | $248 | $13,938-98.2% | $8,445-97.1% | $11,426-97.8% |