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 | $53,237 | $76,000-30.0% | $154,107-65.5% | $64,186-17.1% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -6.09% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $700 | $3,351-79.1% | $5,298-86.8% | $2,381-70.6% |
| Participant deferral / active EE | $1,761 | $3,175-44.5% | $5,081-65.3% | $3,470-49.2% |
| Admin fee / account holder | $6 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |