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 | $40,442 | $43,723-7.5% | $121,196-66.6% | $64,186-37.0% |
| Participation rate | 89.7% | 58.3%+31.3pp | 71.7%+17.9pp | 69.6%+20.1pp |
| Annual return | -6.34% | 68.91%-75.3pp | 16.93%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,189 | $1,296-8.2% | $4,022-70.4% | $2,381-50.0% |
| Participant deferral / active EE | $1,700 | $2,280-25.4% | $3,344-49.2% | $3,470-51.0% |
| Admin fee / account holder | $238 | $3,501-93.2% | $5,019-95.3% | $4,888-95.1% |