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 | $37,232 | $42,383-12.2% | $76,523-51.3% | $64,186-42.0% |
| Participation rate | 73.1% | 58.1%+14.9pp | 68.0%+5.1pp | 69.6%+3.5pp |
| Annual return | -7.94% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,269 | $1,563+45.1% | $2,647-14.3% | $2,381-4.7% |
| Participant deferral / active EE | $5,815 | $2,566+126.6% | $3,835+51.6% | $3,470+67.6% |
| Admin fee / account holder | $213 | $3,198-93.3% | $4,848-95.6% | $4,888-95.6% |