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 7-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 | $37,971 | $99,032-61.7% | $80,019-52.5% | $135,375-72.0% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -0.94% | 15.39%-16.3pp | 11.22%-12.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,045 | $4,282+17.8% | $3,686+36.9% | $5,609-10.1% |
| Admin fee / account holder | $8 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |