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 | $25,949 | $97,757-73.5% | $83,848-69.1% | $135,375-80.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.34% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,377 | $4,222-43.7% | $3,631-34.5% | $4,779-50.3% |
| Participant deferral / active EE | $5,546 | $4,682+18.4% | $4,082+35.9% | $5,609-1.1% |
| Admin fee / account holder | $148 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |