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 | $24,595 | $54,350-54.7% | $82,719-70.3% | $68,494-64.1% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -16.22% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,900 | $2,218-14.3% | $3,009-36.9% | $2,596-26.8% |
| Participant deferral / active EE | $2,151 | $3,246-33.7% | $4,395-51.1% | $4,027-46.6% |
| Admin fee / account holder | $3 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |