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 | $41,433 | $158,817-73.9% | $121,196-65.8% | $135,375-69.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.84% | -0.64%-4.2pp | 16.93%-21.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,197 | $5,665-78.9% | $4,022-70.2% | $4,779-74.9% |
| Participant deferral / active EE | $3,103 | $4,005-22.5% | $3,344-7.2% | $5,609-44.7% |
| Admin fee / account holder | $10 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |