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 | $56,368 | $95,971-41.3% | $74,550-24.4% | $135,375-58.4% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.26% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,595 | $2,716-4.4% | $1,961+32.4% | $4,779-45.7% |
| Participant deferral / active EE | $5,095 | $3,843+32.6% | $3,108+63.9% | $5,609-9.2% |
| Admin fee / account holder | $191 | $6,522-97.1% | $5,060-96.2% | $10,827-98.2% |