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 | $34,581 | $158,817-78.2% | $121,196-71.5% | $135,375-74.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.02% | -0.64%-8.4pp | 16.93%-25.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $10,529 | $5,665+85.9% | $4,022+161.8% | $4,779+120.3% |
| Participant deferral / active EE | $5,466 | $4,005+36.5% | $3,344+63.4% | $5,609-2.5% |
| Admin fee / account holder | $75 | $6,512-98.9% | $5,019-98.5% | $10,827-99.3% |