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 7-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 | $8,138 | $27,641-70.6% | $61,373-86.7% | $68,494-88.1% |
| Participation rate | 95.5% | 39.5%+56.0pp | 52.6%+42.9pp | 67.9%+27.6pp |
| Annual return | 3.27% | -13.24%+16.5pp | 338.61%-335.3pp | -7.84%+11.1pp |
| Employer contribution / active EE | $1,014 | $695+45.8% | $1,159-12.5% | $2,596-60.9% |
| Participant deferral / active EE | $2,428 | $1,263+92.2% | $2,125+14.3% | $4,027-39.7% |
| Admin fee / account holder | $90 | $2,010-95.5% | $2,130-95.8% | $5,403-98.3% |