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 | $20,652 | $67,331-69.3% | $60,874-66.1% | $134,475-84.6% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.1%+5.5pp | 81.2%-2.7pp |
| Annual return | -13.31% | 49.93%-63.2pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,031 | $3,096-66.7% | $2,701-61.8% | $4,740-78.2% |
| Participant deferral / active EE | $1,031 | $4,538-77.3% | $3,817-73.0% | $6,400-83.9% |
| Admin fee / account holder | $158 | $4,582-96.5% | $3,224-95.1% | $11,426-98.6% |