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 | $31,271 | $76,000-58.9% | $154,107-79.7% | $64,186-51.3% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | -4.49% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,994 | $3,351+19.2% | $5,298-24.6% | $2,381+67.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $288 | $5,596-94.9% | $13,411-97.9% | $4,888-94.1% |