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 | $39,426 | $82,664-52.3% | $125,339-68.5% | $68,494-42.4% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -16.28% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,598 | $3,381-52.8% | $4,814-66.8% | $2,596-38.5% |
| Participant deferral / active EE | $3,995 | $6,110-34.6% | $7,446-46.4% | $4,027-0.8% |
| Admin fee / account holder | $295 | $6,275-95.3% | $10,010-97.0% | $5,403-94.5% |