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 | $23,206 | $93,024-75.1% | $77,024-69.9% | $134,475-82.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.30% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,270 | $3,418-62.9% | $2,812-54.9% | $4,740-73.2% |
| Participant deferral / active EE | $1,583 | $5,238-69.8% | $4,426-64.2% | $6,400-75.3% |
| Admin fee / account holder | $70 | $6,944-99.0% | $5,425-98.7% | $11,426-99.4% |