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 | $28,800 | $73,867-61.0% | $143,757-80.0% | $68,494-58.0% |
| Participation rate | 72.3% | 66.7%+5.7pp | 80.3%-8.0pp | 67.9%+4.5pp |
| Annual return | -15.26% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,526 | $3,184+10.7% | $4,951-28.8% | $2,596+35.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |