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 | $54,271 | $85,790-36.7% | $67,313-19.4% | $135,375-59.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.72% | -0.54%-8.2pp | -4.08%-4.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $488 | $3,487-86.0% | $2,566-81.0% | $4,779-89.8% |
| Participant deferral / active EE | $1,979 | $4,651-57.4% | $3,568-44.5% | $5,609-64.7% |
| Admin fee / account holder | $24 | $6,392-99.6% | $4,507-99.5% | $10,827-99.8% |