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 | $13,262 | $42,894-69.1% | $60,874-78.2% | $68,494-80.6% |
| Participation rate | 86.2% | 66.8%+19.4pp | 73.1%+13.1pp | 67.9%+18.3pp |
| Annual return | -9.51% | -13.98%+4.5pp | 16.90%-26.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,034 | $1,978-47.7% | $2,701-61.7% | $2,596-60.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $263 | $3,101-91.5% | $3,224-91.8% | $5,403-95.1% |