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 | $43,920 | $93,024-52.8% | $77,024-43.0% | $134,475-67.3% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -18.34% | 62.60%-80.9pp | 42.32%-60.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,630 | $5,238-49.8% | $4,426-40.6% | $6,400-58.9% |
| Admin fee / account holder | $19 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |