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 | $33,209 | $84,402-60.7% | $61,373-45.9% | $134,475-75.3% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.4pp |
| Annual return | -17.59% | 584.55%-602.1pp | 338.61%-356.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $969 | $1,544-37.3% | $1,159-16.4% | $4,740-79.6% |
| Participant deferral / active EE | $2,632 | $2,819-6.6% | $2,125+23.9% | $6,400-58.9% |
| Admin fee / account holder | $107 | $2,585-95.9% | $2,130-95.0% | $11,426-99.1% |