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 | $24,684 | $142,344-82.7% | $119,609-79.4% | $134,475-81.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | 6.13% | -12.44%+18.6pp | -14.97%+21.1pp | 417.96%-411.8pp |
| Employer contribution / active EE | $1,831 | $5,222-64.9% | $4,232-56.7% | $4,740-61.4% |
| Participant deferral / active EE | $4,392 | $6,469-32.1% | $5,602-21.6% | $6,400-31.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |