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 | $33,219 | $54,350-38.9% | $82,719-59.8% | $68,494-51.5% |
| Participation rate | 80.4% | 63.9%+16.5pp | 72.6%+7.9pp | 67.9%+12.5pp |
| Annual return | -15.80% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,439 | $2,218-35.1% | $3,009-52.2% | $2,596-44.6% |
| Participant deferral / active EE | $2,392 | $3,246-26.3% | $4,395-45.6% | $4,027-40.6% |
| Admin fee / account holder | $116 | $4,395-97.4% | $5,329-97.8% | $5,403-97.9% |