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 | $55,616 | $32,117+73.2% | $71,086-21.8% | $64,186-13.4% |
| Participation rate | 84.8% | 42.7%+42.2pp | 54.7%+30.2pp | 69.6%+15.3pp |
| Annual return | -6.97% | -5.57%-1.4pp | 650.59%-657.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $909 | $712+27.6% | $1,088-16.4% | $2,381-61.8% |
| Participant deferral / active EE | $2,856 | $1,263+126.1% | $1,874+52.4% | $3,470-17.7% |
| Admin fee / account holder | $200 | $2,759-92.8% | $3,082-93.5% | $4,888-95.9% |