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 | $23,094 | $95,971-75.9% | $74,550-69.0% | $135,375-82.9% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -8.74% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $577 | $2,716-78.8% | $1,961-70.6% | $4,779-87.9% |
| Participant deferral / active EE | $3,232 | $3,843-15.9% | $3,108+4.0% | $5,609-42.4% |
| Admin fee / account holder | $125 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |