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 | $23,489 | $95,971-75.5% | $74,550-68.5% | $135,375-82.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -7.43% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,155 | $2,716-57.5% | $1,961-41.1% | $4,779-75.8% |
| Participant deferral / active EE | $4,455 | $3,843+15.9% | $3,108+43.3% | $5,609-20.6% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |