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 | $42,165 | $90,600-53.5% | $79,464-46.9% | $135,375-68.9% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -9.49% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,777 | $3,068-42.1% | $2,800-36.6% | $4,779-62.8% |
| Participant deferral / active EE | $2,950 | $4,050-27.2% | $3,704-20.4% | $5,609-47.4% |
| Admin fee / account holder | $131 | $5,907-97.8% | $5,113-97.4% | $10,827-98.8% |