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 | $31,323 | $95,971-67.4% | $74,550-58.0% | $135,375-76.9% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -8.32% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,748 | $2,716-35.6% | $1,961-10.8% | $4,779-63.4% |
| Participant deferral / active EE | $3,970 | $3,843+3.3% | $3,108+27.7% | $5,609-29.2% |
| Admin fee / account holder | $24 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |