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 | $29,079 | $32,117-9.5% | $71,086-59.1% | $64,186-54.7% |
| Participation rate | 84.4% | 42.7%+41.7pp | 54.7%+29.7pp | 69.6%+14.8pp |
| Annual return | 1.52% | -5.57%+7.1pp | 650.59%-649.1pp | 7.63%-6.1pp |
| Employer contribution / active EE | $712 | $7120% | $1,088-34.5% | $2,381-70.1% |
| Participant deferral / active EE | $891 | $1,263-29.5% | $1,874-52.5% | $3,470-74.3% |
| Admin fee / account holder | $116 | $2,759-95.8% | $3,082-96.2% | $4,888-97.6% |