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 | $9,944 | $45,863-78.3% | $77,024-87.1% | $68,494-85.5% |
| Participation rate | 94.1% | 55.9%+38.2pp | 67.9%+26.2pp | 67.9%+26.2pp |
| Annual return | -19.80% | 1.72%-21.5pp | 42.32%-62.1pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,112 | $1,650-32.6% | $2,812-60.4% | $2,596-57.2% |
| Participant deferral / active EE | $1,357 | $2,962-54.2% | $4,426-69.4% | $4,027-66.3% |
| Admin fee / account holder | $193 | $3,041-93.7% | $5,425-96.4% | $5,403-96.4% |