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 | $24,315 | $97,757-75.1% | $83,848-71.0% | $135,375-82.0% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -6.24% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,820 | $4,222-9.5% | $3,631+5.2% | $4,779-20.1% |
| Participant deferral / active EE | $4,173 | $4,682-10.9% | $4,082+2.2% | $5,609-25.6% |
| Admin fee / account holder | $183 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |