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 | $68,869 | $158,817-56.6% | $121,196-43.2% | $135,375-49.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -9.14% | -0.64%-8.5pp | 16.93%-26.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $843 | $5,665-85.1% | $4,022-79.0% | $4,779-82.4% |
| Participant deferral / active EE | $1,752 | $4,005-56.3% | $3,344-47.6% | $5,609-68.8% |
| Admin fee / account holder | $6 | $6,512-99.9% | $5,019-99.9% | $10,827-99.9% |