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 | $28,771 | $106,543-73.0% | $91,220-68.5% | $134,475-78.6% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -19.93% | 160.60%-180.5pp | 114.01%-133.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,803 | $3,331-45.9% | $2,850-36.7% | $4,740-62.0% |
| Participant deferral / active EE | $4,908 | $4,719+4.0% | $4,234+15.9% | $6,400-23.3% |
| Admin fee / account holder | $10 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |