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 | $52,993 | $104,106-49.1% | $71,086-25.5% | $135,375-60.9% |
| Participation rate | 81.3% | 65.7%+15.6pp | 54.7%+26.6pp | 82.6%-1.4pp |
| Annual return | -8.07% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,776 | $1,485+19.6% | $1,088+63.3% | $4,779-62.8% |
| Participant deferral / active EE | $2,654 | $2,527+5.0% | $1,874+41.6% | $5,609-52.7% |
| Admin fee / account holder | $227 | $4,142-94.5% | $3,082-92.6% | $10,827-97.9% |