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 7-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 | $27,684 | $105,860-73.8% | $90,749-69.5% | $134,475-79.4% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.7%+8.9pp | 81.2%+3.4pp |
| Annual return | -20.24% | -11.01%-9.2pp | -12.16%-8.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,111 | $3,462-39.0% | $2,921-27.7% | $4,740-55.5% |
| Participant deferral / active EE | $7,750 | $5,216+48.6% | $4,564+69.8% | $6,400+21.1% |
| Admin fee / account holder | $5 | $13,938-100.0% | $8,445-99.9% | $11,426-100.0% |