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 8-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 | $20,841 | $95,862-78.3% | $79,550-73.8% | $134,475-84.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -18.96% | -2.69%-16.3pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,289 | $3,128-58.8% | $2,413-46.6% | $4,740-72.8% |
| Participant deferral / active EE | $6,239 | $4,693+33.0% | $3,985+56.6% | $6,400-2.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |