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 | $29,441 | $152,509-80.7% | $117,472-74.9% | $134,475-78.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -19.46% | 52.99%-72.4pp | 29.74%-49.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,261 | $5,571-77.4% | $4,176-69.8% | $4,740-73.4% |
| Participant deferral / active EE | $5,000 | $4,818+3.8% | $4,070+22.8% | $6,400-21.9% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |