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 | $42,865 | $71,883-40.4% | $86,677-50.5% | $68,494-37.4% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -17.94% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $878 | $2,173-59.6% | $2,836-69.0% | $2,596-66.2% |
| Participant deferral / active EE | $6,061 | $3,779+60.4% | $4,656+30.2% | $4,027+50.5% |
| Admin fee / account holder | $97 | $6,112-98.4% | $7,493-98.7% | $5,403-98.2% |