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 | $33,109 | $72,404-54.3% | $110,238-70.0% | $64,186-48.4% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -7.05% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,705 | $2,282-25.3% | $3,826-55.5% | $2,381-28.4% |
| Participant deferral / active EE | $1,708 | $3,469-50.8% | $4,672-63.4% | $3,470-50.8% |
| Admin fee / account holder | $11 | $5,664-99.8% | $8,547-99.9% | $4,888-99.8% |