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 | $46,471 | $97,757-52.5% | $83,848-44.6% | $135,375-65.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -5.05% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,319 | $4,222-45.1% | $3,631-36.1% | $4,779-51.5% |
| Participant deferral / active EE | $5,940 | $4,682+26.9% | $4,082+45.5% | $5,609+5.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |