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 | $75,736 | $167,307-54.7% | $143,757-47.3% | $134,475-43.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -0.52% | 0.46%-1.0pp | -0.04%-0.5pp | 417.96%-418.5pp |
| Employer contribution / active EE | $2,425 | $5,619-56.8% | $4,951-51.0% | $4,740-48.8% |
| Participant deferral / active EE | $2,930 | $6,446-54.5% | $5,637-48.0% | $6,400-54.2% |
| Admin fee / account holder | $47 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |