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 | $36,405 | $97,757-62.8% | $83,848-56.6% | $135,375-73.1% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -8.05% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,998 | $4,222-52.7% | $3,631-45.0% | $4,779-58.2% |
| Participant deferral / active EE | $3,324 | $4,682-29.0% | $4,082-18.6% | $5,609-40.7% |
| Admin fee / account holder | $110 | $6,674-98.4% | $5,478-98.0% | $10,827-99.0% |