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 | $29,511 | $95,971-69.3% | $74,550-60.4% | $135,375-78.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -2.40% | 56.96%-59.4pp | 32.53%-34.9pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,285 | $2,716-52.7% | $1,961-34.5% | $4,779-73.1% |
| Participant deferral / active EE | $1,606 | $3,843-58.2% | $3,108-48.3% | $5,609-71.4% |
| Admin fee / account holder | $89 | $6,522-98.6% | $5,060-98.2% | $10,827-99.2% |