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 | $29,142 | $54,350-46.4% | $82,719-64.8% | $68,494-57.5% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.7pp | 67.9%+4.0pp |
| Annual return | -15.84% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,882 | $2,218-15.2% | $3,009-37.5% | $2,596-27.5% |
| Participant deferral / active EE | $3,310 | $3,246+2.0% | $4,395-24.7% | $4,027-17.8% |
| Admin fee / account holder | $131 | $4,395-97.0% | $5,329-97.5% | $5,403-97.6% |