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 | $24,411 | $59,805-59.2% | $79,550-69.3% | $68,494-64.4% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.5%+4.9pp | 67.9%+6.5pp |
| Annual return | -8.48% | -12.30%+3.8pp | 0.16%-8.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $579 | $1,505-61.5% | $2,413-76.0% | $2,596-77.7% |
| Participant deferral / active EE | $3,543 | $3,024+17.1% | $3,985-11.1% | $4,027-12.0% |
| Admin fee / account holder | $86 | $4,835-98.2% | $6,832-98.7% | $5,403-98.4% |