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 5-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 | $31,363 | $93,024-66.3% | $77,024-59.3% | $134,475-76.7% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -16.46% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,754 | $3,418-48.7% | $2,812-37.6% | $4,740-63.0% |
| Participant deferral / active EE | $2,270 | $5,238-56.7% | $4,426-48.7% | $6,400-64.5% |
| Admin fee / account holder | $21 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |