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 | $31,220 | $123,918-74.8% | $108,884-71.3% | $135,375-76.9% |
| Participation rate | 80.0% | 71.1%+8.9pp | 64.3%+15.7pp | 82.6%-2.6pp |
| Annual return | -8.11% | 0.89%-9.0pp | -0.99%-7.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,673 | $4,313-38.0% | $3,750-28.7% | $4,779-44.1% |
| Participant deferral / active EE | $7,146 | $6,949+2.8% | $6,178+15.7% | $5,609+27.4% |
| Admin fee / account holder | $24 | $8,592-99.7% | $7,560-99.7% | $10,827-99.8% |