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 | $8,833 | $93,024-90.5% | $77,024-88.5% | $134,475-93.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -18.57% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $878 | $3,418-74.3% | $2,812-68.8% | $4,740-81.5% |
| Participant deferral / active EE | $2,560 | $5,238-51.1% | $4,426-42.2% | $6,400-60.0% |
| Admin fee / account holder | $5 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |