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 | $51,979 | $140,588-63.0% | $123,104-57.8% | $125,391-58.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 86.8%+4.1pp | 83.2%+7.7pp |
| Annual return | -2.21% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,999 | $6,041-50.4% | $5,151-41.8% | $4,866-38.4% |
| Participant deferral / active EE | $5,157 | $6,980-26.1% | $6,230-17.2% | $5,352-3.6% |
| Admin fee / account holder | $28 | $11,198-99.8% | $9,015-99.7% | $9,540-99.7% |