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 5-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 | $53,155 | $44,850+18.5% | $60,547-12.2% | $59,632-10.9% |
| Participation rate | 85.4% | 59.5%+25.9pp | 68.0%+17.4pp | 68.7%+16.7pp |
| Annual return | -2.51% | 1074.14%-1076.7pp | 335.64%-338.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $251 | $1,462-82.8% | $2,419-89.6% | $2,203-88.6% |
| Participant deferral / active EE | $3,028 | $2,230+35.8% | $3,328-9.0% | $3,192-5.1% |
| Admin fee / account holder | $77 | $3,635-97.9% | $4,536-98.3% | $4,297-98.2% |