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 | $27,371 | $43,723-37.4% | $121,196-77.4% | $64,186-57.4% |
| Participation rate | 98.4% | 58.3%+40.0pp | 71.7%+26.6pp | 69.6%+28.8pp |
| Annual return | -7.34% | 68.91%-76.3pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,171 | $1,296+67.5% | $4,022-46.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,933 | $2,280+72.5% | $3,344+17.6% | $3,470+13.4% |
| Admin fee / account holder | $57 | $3,501-98.4% | $5,019-98.9% | $4,888-98.8% |