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 | $14,383 | $42,894-66.5% | $60,874-76.4% | $68,494-79.0% |
| Participation rate | 91.2% | 66.8%+24.4pp | 73.1%+18.1pp | 67.9%+23.3pp |
| Annual return | -17.02% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,314 | $1,978-33.6% | $2,701-51.4% | $2,596-49.4% |
| Participant deferral / active EE | $1,660 | $2,867-42.1% | $3,817-56.5% | $4,027-58.8% |
| Admin fee / account holder | $244 | $3,101-92.1% | $3,224-92.4% | $5,403-95.5% |