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 | $28,205 | $45,863-38.5% | $77,024-63.4% | $68,494-58.8% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+25.0pp | 67.9%+25.0pp |
| Annual return | -17.83% | 1.72%-19.6pp | 42.32%-60.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,971 | $1,650+80.1% | $2,812+5.7% | $2,596+14.4% |
| Participant deferral / active EE | $6,645 | $2,962+124.3% | $4,426+50.1% | $4,027+65.0% |
| Admin fee / account holder | $101 | $3,041-96.7% | $5,425-98.1% | $5,403-98.1% |