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 | $57,624 | $106,543-45.9% | $91,220-36.8% | $134,475-57.1% |
| Participation rate | 95.5% | 76.8%+18.6pp | 73.2%+22.3pp | 81.2%+14.2pp |
| Annual return | -20.21% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,413 | $3,331-27.6% | $2,850-15.3% | $4,740-49.1% |
| Participant deferral / active EE | $4,251 | $4,719-9.9% | $4,234+0.4% | $6,400-33.6% |
| Admin fee / account holder | $199 | $6,231-96.8% | $5,420-96.3% | $11,426-98.3% |