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 | $39,542 | $167,307-76.4% | $143,757-72.5% | $134,475-70.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -11.84% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,559 | $5,619-72.3% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $3,035 | $6,446-52.9% | $5,637-46.2% | $6,400-52.6% |
| Admin fee / account holder | $16 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |