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 | $36,994 | $77,813-52.5% | $123,544-70.1% | $64,186-42.4% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -7.32% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,433 | $3,014-52.4% | $4,628-69.0% | $2,381-39.8% |
| Participant deferral / active EE | $3,420 | $5,240-34.7% | $6,426-46.8% | $3,470-1.4% |
| Admin fee / account holder | $296 | $5,519-94.6% | $9,284-96.8% | $4,888-93.9% |