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 | $30,419 | $211,958-85.6% | $169,463-82.0% | $135,375-77.5% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -7.85% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,205 | $5,120-56.9% | $4,159-47.0% | $4,779-53.9% |
| Participant deferral / active EE | $2,578 | $6,075-57.6% | $5,277-51.1% | $5,609-54.0% |
| Admin fee / account holder | $13 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |