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 | $50,570 | $106,543-52.5% | $91,220-44.6% | $134,475-62.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.59% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $898 | $3,331-73.0% | $2,850-68.5% | $4,740-81.1% |
| Participant deferral / active EE | $8,667 | $4,719+83.7% | $4,234+104.7% | $6,400+35.4% |
| Admin fee / account holder | $280 | $6,231-95.5% | $5,420-94.8% | $11,426-97.6% |