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 | $30,553 | $57,354-46.7% | $83,848-63.6% | $64,186-52.4% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -5.85% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,123 | $2,545-16.6% | $3,631-41.5% | $2,381-10.8% |
| Participant deferral / active EE | $3,743 | $2,993+25.1% | $4,082-8.3% | $3,470+7.9% |
| Admin fee / account holder | $151 | $4,046-96.3% | $5,478-97.2% | $4,888-96.9% |