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 | $51,605 | $82,286-37.3% | $68,791-25.0% | $134,475-61.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -15.74% | -2.19%-13.6pp | -6.38%-9.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $565 | $3,301-82.9% | $2,655-78.7% | $4,740-88.1% |
| Participant deferral / active EE | $2,259 | $4,739-52.3% | $3,941-42.7% | $6,400-64.7% |
| Admin fee / account holder | $37 | $6,481-99.4% | $4,932-99.3% | $11,426-99.7% |