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 | $43,913 | $71,883-38.9% | $86,677-49.3% | $68,494-35.9% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -14.36% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,000 | $2,173-54.0% | $2,836-64.7% | $2,596-61.5% |
| Participant deferral / active EE | $2,007 | $3,779-46.9% | $4,656-56.9% | $4,027-50.2% |
| Admin fee / account holder | $32 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |