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 | $32,427 | $167,307-80.6% | $143,757-77.4% | $134,475-75.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -15.85% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,813 | $5,619-67.7% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $3,151 | $6,446-51.1% | $5,637-44.1% | $6,400-50.8% |
| Admin fee / account holder | $6 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |