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 | $29,857 | $117,690-74.6% | $71,735-58.4% | $134,475-77.8% |
| Participation rate | 85.7% | 68.8%+16.9pp | 62.3%+23.4pp | 81.2%+4.5pp |
| Annual return | -19.20% | 25.44%-44.6pp | 9.14%-28.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,913 | $2,525-24.2% | $1,704+12.3% | $4,740-59.6% |
| Participant deferral / active EE | $2,462 | $3,759-34.5% | $2,658-7.4% | $6,400-61.5% |
| Admin fee / account holder | $82 | $6,379-98.7% | $3,974-97.9% | $11,426-99.3% |