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 | $29,587 | $43,723-32.3% | $121,196-75.6% | $64,186-53.9% |
| Participation rate | 96.7% | 58.3%+38.3pp | 71.7%+24.9pp | 69.6%+27.1pp |
| Annual return | -6.79% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,075 | $1,296-17.0% | $4,022-73.3% | $2,381-54.8% |
| Participant deferral / active EE | $7,256 | $2,280+218.3% | $3,344+116.9% | $3,470+109.1% |
| Admin fee / account holder | $114 | $3,501-96.7% | $5,019-97.7% | $4,888-97.7% |