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 | $39,918 | $167,307-76.1% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -17.79% | 0.46%-18.3pp | -0.04%-17.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,862 | $5,619-49.1% | $4,951-42.2% | $4,740-39.6% |
| Participant deferral / active EE | $4,901 | $6,446-24.0% | $5,637-13.1% | $6,400-23.4% |
| Admin fee / account holder | $142 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |