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 | $15,504 | $46,360-66.6% | $147,614-89.5% | $52,331-70.4% |
| Participation rate | 93.0% | 64.9%+28.0pp | 84.6%+8.3pp | 68.1%+24.9pp |
| Annual return | -0.46% | 1.62%-2.1pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $3,056 | $2,126+43.7% | $5,564-45.1% | $1,882+62.4% |
| Participant deferral / active EE | $2,247 | $2,258-0.5% | $4,895-54.1% | $3,022-25.7% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |