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 | $46,079 | $105,860-56.5% | $90,749-49.2% | $134,475-65.7% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.7%+15.6pp | 81.2%+10.1pp |
| Annual return | -15.35% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,597 | $3,462-53.9% | $2,921-45.3% | $4,740-66.3% |
| Participant deferral / active EE | $3,226 | $5,216-38.1% | $4,564-29.3% | $6,400-49.6% |
| Admin fee / account holder | $289 | $13,938-97.9% | $8,445-96.6% | $11,426-97.5% |