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 | $13,344 | $42,894-68.9% | $60,874-78.1% | $68,494-80.5% |
| Participation rate | 84.8% | 66.8%+18.1pp | 73.1%+11.7pp | 67.9%+17.0pp |
| Annual return | -17.45% | -13.98%-3.5pp | 16.90%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,466 | $1,978-25.9% | $2,701-45.7% | $2,596-43.5% |
| Participant deferral / active EE | $2,118 | $2,867-26.1% | $3,817-44.5% | $4,027-47.4% |
| Admin fee / account holder | $265 | $3,101-91.5% | $3,224-91.8% | $5,403-95.1% |