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 6-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 | $31,465 | $64,707-51.4% | $112,228-72.0% | $68,494-54.1% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -16.47% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,336 | $2,746-51.3% | $3,635-63.2% | $2,596-48.5% |
| Participant deferral / active EE | $3,480 | $3,565-2.4% | $4,728-26.4% | $4,027-13.6% |
| Admin fee / account holder | $130 | $5,232-97.5% | $6,410-98.0% | $5,403-97.6% |