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 | $45,766 | $30,732+48.9% | $59,496-23.1% | $59,632-23.3% |
| Participation rate | 83.3% | 43.2%+40.1pp | 54.6%+28.8pp | 68.7%+14.7pp |
| Annual return | -2.34% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $8,291 | $631+1214.5% | $1,153+619.1% | $2,203+276.4% |
| Participant deferral / active EE | $3,769 | $1,183+218.6% | $1,829+106.0% | $3,192+18.1% |
| Admin fee / account holder | $201 | $2,136-90.6% | $2,232-91.0% | $4,297-95.3% |