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 | $45,578 | $73,867-38.3% | $143,757-68.3% | $68,494-33.5% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -18.80% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,904 | $3,184-40.2% | $4,951-61.5% | $2,596-26.7% |
| Participant deferral / active EE | $5,345 | $3,384+57.9% | $5,637-5.2% | $4,027+32.7% |
| Admin fee / account holder | $34 | $5,755-99.4% | $14,673-99.8% | $5,403-99.4% |