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 | $40,277 | $84,402-52.3% | $61,373-34.4% | $134,475-70.0% |
| Participation rate | 92.9% | 62.2%+30.7pp | 52.6%+40.3pp | 81.2%+11.6pp |
| Annual return | -16.97% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,085 | $1,544+229.2% | $1,159+338.6% | $4,740+7.3% |
| Participant deferral / active EE | $5,451 | $2,819+93.4% | $2,125+156.5% | $6,400-14.8% |
| Admin fee / account holder | $230 | $2,585-91.1% | $2,130-89.2% | $11,426-98.0% |