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 | $59,997 | $84,402-28.9% | $61,373-2.2% | $134,475-55.4% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -15.17% | 584.55%-599.7pp | 338.61%-353.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,317 | $1,544-14.7% | $1,159+13.6% | $4,740-72.2% |
| Participant deferral / active EE | $4,215 | $2,819+49.5% | $2,125+98.4% | $6,400-34.1% |
| Admin fee / account holder | $104 | $2,585-96.0% | $2,130-95.1% | $11,426-99.1% |