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 | $30,433 | $82,664-63.2% | $125,339-75.7% | $68,494-55.6% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -18.65% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,365 | $3,381-59.6% | $4,814-71.6% | $2,596-47.4% |
| Participant deferral / active EE | $2,883 | $6,110-52.8% | $7,446-61.3% | $4,027-28.4% |
| Admin fee / account holder | $181 | $6,275-97.1% | $10,010-98.2% | $5,403-96.7% |