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 | $12,275 | $46,674-73.7% | $117,472-89.6% | $68,494-82.1% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -6.38% | -14.52%+8.1pp | 29.74%-36.1pp | -7.84%+1.5pp |
| Employer contribution / active EE | $436 | $1,505-71.0% | $4,176-89.6% | $2,596-83.2% |
| Participant deferral / active EE | $1,398 | $2,636-47.0% | $4,070-65.6% | $4,027-65.3% |
| Admin fee / account holder | $24 | $4,020-99.4% | $5,645-99.6% | $5,403-99.6% |