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 | $31,111 | $95,193-67.3% | $76,523-59.3% | $135,375-77.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -6.45% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,032 | $3,302-38.5% | $2,647-23.2% | $4,779-57.5% |
| Participant deferral / active EE | $3,132 | $4,639-32.5% | $3,835-18.3% | $5,609-44.2% |
| Admin fee / account holder | $205 | $6,249-96.7% | $4,848-95.8% | $10,827-98.1% |