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 | $37,314 | $75,935-50.9% | $60,547-38.4% | $125,391-70.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 68.0%+20.9pp | 83.2%+5.7pp |
| Annual return | -1.40% | -5.38%+4.0pp | 335.64%-337.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,005 | $3,438-70.8% | $2,419-58.5% | $4,866-79.3% |
| Participant deferral / active EE | $1,128 | $4,506-75.0% | $3,328-66.1% | $5,352-78.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |