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 | $7,249 | $67,331-89.2% | $60,874-88.1% | $134,475-94.6% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.1%+17.4pp | 81.2%+9.3pp |
| Annual return | -15.31% | 49.93%-65.2pp | 16.90%-32.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $822 | $3,096-73.4% | $2,701-69.6% | $4,740-82.7% |
| Participant deferral / active EE | $1,227 | $4,538-73.0% | $3,817-67.8% | $6,400-80.8% |
| Admin fee / account holder | $32 | $4,582-99.3% | $3,224-99.0% | $11,426-99.7% |