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 | $20,330 | $95,193-78.6% | $76,523-73.4% | $135,375-85.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -7.41% | 4.85%-12.3pp | -0.27%-7.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,411 | $3,302-57.3% | $2,647-46.7% | $4,779-70.5% |
| Participant deferral / active EE | $2,156 | $4,639-53.5% | $3,835-43.8% | $5,609-61.6% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |