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 | $37,422 | $42,383-11.7% | $76,523-51.1% | $64,186-41.7% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 121.71% | -16.54%+138.2pp | -0.27%+122.0pp | 7.63%+114.1pp |
| Employer contribution / active EE | $1,306 | $1,563-16.5% | $2,647-50.7% | $2,381-45.2% |
| Participant deferral / active EE | $2,626 | $2,566+2.3% | $3,835-31.5% | $3,470-24.3% |
| Admin fee / account holder | $217 | $3,198-93.2% | $4,848-95.5% | $4,888-95.6% |