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 | $38,268 | $133,958-71.4% | $112,228-65.9% | $134,475-71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,404 | $4,038-40.5% | $3,635-33.8% | $4,740-49.3% |
| Participant deferral / active EE | $4,988 | $5,291-5.7% | $4,728+5.5% | $6,400-22.1% |
| Admin fee / account holder | $90 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |