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 | $40,216 | $142,344-71.7% | $119,609-66.4% | $134,475-70.1% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -15.01% | -12.44%-2.6pp | -14.97%0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,869 | $5,222-64.2% | $4,232-55.8% | $4,740-60.6% |
| Participant deferral / active EE | $2,822 | $6,469-56.4% | $5,602-49.6% | $6,400-55.9% |
| Admin fee / account holder | $48 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |