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 | $38,333 | $160,055-76.0% | $140,016-72.6% | $135,375-71.7% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -6.68% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,376 | $6,420-63.0% | $5,606-57.6% | $4,779-50.3% |
| Participant deferral / active EE | $5,910 | $7,642-22.7% | $6,927-14.7% | $5,609+5.4% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |