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 | $25,929 | $104,106-75.1% | $71,086-63.5% | $135,375-80.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -3.40% | 1256.30%-1259.7pp | 650.59%-654.0pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,133 | $1,485-23.7% | $1,088+4.1% | $4,779-76.3% |
| Participant deferral / active EE | $3,203 | $2,527+26.7% | $1,874+70.9% | $5,609-42.9% |
| Admin fee / account holder | $249 | $4,142-94.0% | $3,082-91.9% | $10,827-97.7% |