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 | $46,605 | $77,813-40.1% | $123,544-62.3% | $64,186-27.4% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,070 | $3,014-64.5% | $4,628-76.9% | $2,381-55.1% |
| Participant deferral / active EE | $2,249 | $5,240-57.1% | $6,426-65.0% | $3,470-35.2% |
| Admin fee / account holder | $113 | $5,519-97.9% | $9,284-98.8% | $4,888-97.7% |