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 | $30,414 | $42,894-29.1% | $60,874-50.0% | $68,494-55.6% |
| Participation rate | 71.4% | 66.8%+4.6pp | 73.1%-1.7pp | 67.9%+3.5pp |
| Annual return | -17.56% | -13.98%-3.6pp | 16.90%-34.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $764 | $1,978-61.4% | $2,701-71.7% | $2,596-70.6% |
| Participant deferral / active EE | $3,443 | $2,867+20.1% | $3,817-9.8% | $4,027-14.5% |
| Admin fee / account holder | $190 | $3,101-93.9% | $3,224-94.1% | $5,403-96.5% |