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 | $35,442 | $95,971-63.1% | $74,550-52.5% | $135,375-73.8% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -4.51% | 56.96%-61.5pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,206 | $2,716-55.6% | $1,961-38.5% | $4,779-74.8% |
| Participant deferral / active EE | $1,417 | $3,843-63.1% | $3,108-54.4% | $5,609-74.7% |
| Admin fee / account holder | $114 | $6,522-98.3% | $5,060-97.7% | $10,827-98.9% |