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 | $27,135 | $67,331-59.7% | $60,874-55.4% | $134,475-79.8% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.1%+21.6pp | 81.2%+13.5pp |
| Annual return | -7.60% | 49.93%-57.5pp | 16.90%-24.5pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,611 | $3,096-15.7% | $2,701-3.3% | $4,740-44.9% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $267 | $4,582-94.2% | $3,224-91.7% | $11,426-97.7% |