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 | $45,047 | $95,862-53.0% | $79,550-43.4% | $134,475-66.5% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -12.14% | -2.69%-9.4pp | 0.16%-12.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,120 | $3,128-64.2% | $2,413-53.6% | $4,740-76.4% |
| Participant deferral / active EE | $1,910 | $4,693-59.3% | $3,985-52.1% | $6,400-70.2% |
| Admin fee / account holder | $25 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |