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 | $28,133 | $82,286-65.8% | $68,791-59.1% | $134,475-79.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -18.08% | -2.19%-15.9pp | -6.38%-11.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,749 | $3,301-47.0% | $2,655-34.1% | $4,740-63.1% |
| Participant deferral / active EE | $2,086 | $4,739-56.0% | $3,941-47.1% | $6,400-67.4% |
| Admin fee / account holder | $162 | $6,481-97.5% | $4,932-96.7% | $11,426-98.6% |