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 6-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 | $18,575 | $59,805-68.9% | $79,550-76.7% | $68,494-72.9% |
| Participation rate | 79.3% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -18.42% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,074 | $1,505+37.8% | $2,413-14.1% | $2,596-20.1% |
| Participant deferral / active EE | $3,158 | $3,024+4.4% | $3,985-20.8% | $4,027-21.6% |
| Admin fee / account holder | $264 | $4,835-94.5% | $6,832-96.1% | $5,403-95.1% |