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 6-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 | $24,253 | $93,024-73.9% | $77,024-68.5% | $134,475-82.0% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -20.36% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,852 | $3,418-16.6% | $2,812+1.4% | $4,740-39.8% |
| Participant deferral / active EE | $7,159 | $5,238+36.7% | $4,426+61.7% | $6,400+11.9% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |