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 | $41,759 | $97,757-57.3% | $83,848-50.2% | $135,375-69.2% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -8.08% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,529 | $4,222-40.1% | $3,631-30.3% | $4,779-47.1% |
| Participant deferral / active EE | $6,761 | $4,682+44.4% | $4,082+65.6% | $5,609+20.5% |
| Admin fee / account holder | $244 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |