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 | $20,014 | $67,331-70.3% | $60,874-67.1% | $134,475-85.1% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -19.74% | 49.93%-69.7pp | 16.90%-36.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,159 | $3,096-62.6% | $2,701-57.1% | $4,740-75.5% |
| Participant deferral / active EE | $4,913 | $4,538+8.3% | $3,817+28.7% | $6,400-23.2% |
| Admin fee / account holder | $289 | $4,582-93.7% | $3,224-91.0% | $11,426-97.5% |