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 | $24,050 | $107,791-77.7% | $90,645-73.5% | $135,375-82.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $648 | $3,018-78.5% | $2,532-74.4% | $4,779-86.4% |
| Participant deferral / active EE | $648 | $3,872-83.3% | $3,425-81.1% | $5,609-88.4% |
| Admin fee / account holder | $109 | $5,930-98.2% | $4,994-97.8% | $10,827-99.0% |