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 | $22,183 | $95,971-76.9% | $74,550-70.2% | $135,375-83.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -4.80% | 56.96%-61.8pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $434 | $2,716-84.0% | $1,961-77.9% | $4,779-90.9% |
| Participant deferral / active EE | $1,735 | $3,843-54.9% | $3,108-44.2% | $5,609-69.1% |
| Admin fee / account holder | $19 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |