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 | $60,905 | $152,509-60.1% | $117,472-48.2% | $134,475-54.7% |
| Participation rate | 92.3% | 77.1%+15.2pp | 70.6%+21.7pp | 81.2%+11.1pp |
| Annual return | -11.31% | 52.99%-64.3pp | 29.74%-41.0pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,447 | $5,571-56.1% | $4,176-41.4% | $4,740-48.4% |
| Participant deferral / active EE | $2,958 | $4,818-38.6% | $4,070-27.3% | $6,400-53.8% |
| Admin fee / account holder | $58 | $7,004-99.2% | $5,645-99.0% | $11,426-99.5% |