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 | $13,759 | $46,674-70.5% | $117,472-88.3% | $68,494-79.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.79% | -14.52%-3.3pp | 29.74%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,591 | $1,505+5.7% | $4,176-61.9% | $2,596-38.7% |
| Participant deferral / active EE | $2,948 | $2,636+11.8% | $4,070-27.6% | $4,027-26.8% |
| Admin fee / account holder | $21 | $4,020-99.5% | $5,645-99.6% | $5,403-99.6% |