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 | $49,675 | $160,055-69.0% | $140,016-64.5% | $135,375-63.3% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -8.06% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,691 | $6,420-58.1% | $5,606-52.0% | $4,779-43.7% |
| Participant deferral / active EE | $8,994 | $7,642+17.7% | $6,927+29.8% | $5,609+60.4% |
| Admin fee / account holder | $276 | $13,328-97.9% | $10,705-97.4% | $10,827-97.5% |