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 | $20,549 | $45,863-55.2% | $77,024-73.3% | $68,494-70.0% |
| Participation rate | 90.5% | 55.9%+34.6pp | 67.9%+22.6pp | 67.9%+22.7pp |
| Annual return | -10.29% | 1.72%-12.0pp | 42.32%-52.6pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,313 | $1,650+40.2% | $2,812-17.8% | $2,596-10.9% |
| Participant deferral / active EE | $3,249 | $2,962+9.7% | $4,426-26.6% | $4,027-19.3% |
| Admin fee / account holder | $152 | $3,041-95.0% | $5,425-97.2% | $5,403-97.2% |