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 | $43,899 | $53,162-17.4% | $91,220-51.9% | $68,494-35.9% |
| Participation rate | 72.4% | 63.2%+9.2pp | 73.2%-0.8pp | 67.9%+4.5pp |
| Annual return | -19.78% | -3.14%-16.6pp | 114.01%-133.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $6,252 | $1,709+265.7% | $2,850+119.4% | $2,596+140.8% |
| Participant deferral / active EE | $2,738 | $2,974-7.9% | $4,234-35.3% | $4,027-32.0% |
| Admin fee / account holder | $15 | $4,493-99.7% | $5,420-99.7% | $5,403-99.7% |