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 | $24,483 | $45,863-46.6% | $77,024-68.2% | $68,494-64.3% |
| Participation rate | 94.8% | 55.9%+38.9pp | 67.9%+26.9pp | 67.9%+26.9pp |
| Annual return | -20.01% | 1.72%-21.7pp | 42.32%-62.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,462 | $1,650+49.3% | $2,812-12.4% | $2,596-5.2% |
| Participant deferral / active EE | $4,203 | $2,962+41.9% | $4,426-5.0% | $4,027+4.4% |
| Admin fee / account holder | $146 | $3,041-95.2% | $5,425-97.3% | $5,403-97.3% |