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 | $81,896 | $97,757-16.2% | $83,848-2.3% | $135,375-39.5% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -9.20% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,455 | $4,222-65.5% | $3,631-59.9% | $4,779-69.5% |
| Participant deferral / active EE | $3,752 | $4,682-19.9% | $4,082-8.1% | $5,609-33.1% |
| Admin fee / account holder | $114 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |