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 | $21,708 | $99,032-78.1% | $80,019-72.9% | $135,375-84.0% |
| Participation rate | 70.6% | 78.4%-7.8pp | 75.8%-5.2pp | 82.6%-12.1pp |
| Annual return | -6.55% | 15.39%-21.9pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,833 | $3,043-39.8% | $2,468-25.7% | $4,779-61.6% |
| Participant deferral / active EE | $3,511 | $4,282-18.0% | $3,686-4.7% | $5,609-37.4% |
| Admin fee / account holder | $231 | $10,436-97.8% | $6,521-96.5% | $10,827-97.9% |