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 | $36,904 | $76,000-51.4% | $154,107-76.1% | $64,186-42.5% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,230 | $3,351-63.3% | $5,298-76.8% | $2,381-48.3% |
| Participant deferral / active EE | $2,688 | $3,175-15.3% | $5,081-47.1% | $3,470-22.5% |
| Admin fee / account holder | $67 | $5,596-98.8% | $13,411-99.5% | $4,888-98.6% |