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 | $60,158 | $88,594-32.1% | $70,092-14.2% | $134,475-55.3% |
| Participation rate | 89.5% | 74.9%+14.5pp | 70.5%+19.0pp | 81.2%+8.3pp |
| Annual return | -18.35% | 442.67%-461.0pp | 190.73%-209.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,983 | $3,233-7.7% | $2,559+16.6% | $4,740-37.1% |
| Participant deferral / active EE | $4,510 | $4,772-5.5% | $3,849+17.2% | $6,400-29.5% |
| Admin fee / account holder | $67 | $10,441-99.4% | $6,267-98.9% | $11,426-99.4% |