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 | $57,651 | $43,723+31.9% | $121,196-52.4% | $64,186-10.2% |
| Participation rate | 72.4% | 58.3%+14.1pp | 71.7%+0.7pp | 69.6%+2.8pp |
| Annual return | -5.94% | 68.91%-74.8pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,623 | $1,296+25.2% | $4,022-59.7% | $2,381-31.9% |
| Participant deferral / active EE | $3,798 | $2,280+66.6% | $3,344+13.5% | $3,470+9.5% |
| Admin fee / account holder | $52 | $3,501-98.5% | $5,019-99.0% | $4,888-98.9% |