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 | $70,865 | $95,971-26.2% | $74,550-4.9% | $135,375-47.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.21% | 56.96%-64.2pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,381 | $2,716-49.2% | $1,961-29.6% | $4,779-71.1% |
| Participant deferral / active EE | $5,612 | $3,843+46.0% | $3,108+80.6% | $5,609+0.1% |
| Admin fee / account holder | $286 | $6,522-95.6% | $5,060-94.3% | $10,827-97.4% |