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 | $29,137 | $88,594-67.1% | $70,092-58.4% | $134,475-78.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -14.27% | 442.67%-456.9pp | 190.73%-205.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,469 | $3,233-54.6% | $2,559-42.6% | $4,740-69.0% |
| Participant deferral / active EE | $1,239 | $4,772-74.0% | $3,849-67.8% | $6,400-80.6% |
| Admin fee / account holder | $5 | $10,441-100.0% | $6,267-99.9% | $11,426-100.0% |