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 | $36,869 | $100,754-63.4% | $86,677-57.5% | $134,475-72.6% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -9.86% | 29.04%-38.9pp | 35.91%-45.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,362 | $3,489-61.0% | $2,836-52.0% | $4,740-71.3% |
| Participant deferral / active EE | $1,837 | $5,338-65.6% | $4,656-60.5% | $6,400-71.3% |
| Admin fee / account holder | $25 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |