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 | $49,443 | $142,344-65.3% | $119,609-58.7% | $134,475-63.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -14.23% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,388 | $5,222-54.3% | $4,232-43.6% | $4,740-49.6% |
| Participant deferral / active EE | $3,269 | $6,469-49.5% | $5,602-41.6% | $6,400-48.9% |
| Admin fee / account holder | $128 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |