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 | $54,124 | $95,971-43.6% | $74,550-27.4% | $135,375-60.0% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -6.35% | 56.96%-63.3pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,667 | $2,716-38.6% | $1,961-15.0% | $4,779-65.1% |
| Participant deferral / active EE | $1,254 | $3,843-67.4% | $3,108-59.6% | $5,609-77.6% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |