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 | $38,193 | $95,971-60.2% | $74,550-48.8% | $135,375-71.8% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -8.77% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,080 | $2,716-23.4% | $1,961+6.1% | $4,779-56.5% |
| Participant deferral / active EE | $5,135 | $3,843+33.6% | $3,108+65.2% | $5,609-8.5% |
| Admin fee / account holder | $300 | $6,522-95.4% | $5,060-94.1% | $10,827-97.2% |