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 | $34,520 | $69,518-50.3% | $59,878-42.3% | $135,375-74.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | -1.27% | 7.94%-9.2pp | 3.46%-4.7pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,499 | $3,235-53.7% | $2,722-44.9% | $4,779-68.6% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $132 | $5,734-97.7% | $3,590-96.3% | $10,827-98.8% |