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 | $25,022 | $42,894-41.7% | $60,874-58.9% | $68,494-63.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -16.33% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,777 | $1,978-10.1% | $2,701-34.2% | $2,596-31.5% |
| Participant deferral / active EE | $1,777 | $2,867-38.0% | $3,817-53.4% | $4,027-55.9% |
| Admin fee / account holder | $102 | $3,101-96.7% | $3,224-96.8% | $5,403-98.1% |