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 | $35,227 | $90,600-61.1% | $79,464-55.7% | $135,375-74.0% |
| Participation rate | 84.2% | 76.0%+8.2pp | 73.3%+10.9pp | 82.6%+1.6pp |
| Annual return | -4.95% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,422 | $3,068-53.6% | $2,800-49.2% | $4,779-70.2% |
| Participant deferral / active EE | $2,550 | $4,050-37.0% | $3,704-31.2% | $5,609-54.5% |
| Admin fee / account holder | $136 | $5,907-97.7% | $5,113-97.3% | $10,827-98.7% |