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 | $30,014 | $142,344-78.9% | $119,609-74.9% | $134,475-77.7% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -14.10% | -12.44%-1.7pp | -14.97%+0.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,422 | $5,222-72.8% | $4,232-66.4% | $4,740-70.0% |
| Participant deferral / active EE | $2,608 | $6,469-59.7% | $5,602-53.4% | $6,400-59.2% |
| Admin fee / account holder | $270 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |