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 | $39,742 | $42,383-6.2% | $76,523-48.1% | $64,186-38.1% |
| Participation rate | 85.3% | 58.1%+27.2pp | 68.0%+17.3pp | 69.6%+15.7pp |
| Annual return | -3.64% | -16.54%+12.9pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $218 | $1,563-86.1% | $2,647-91.8% | $2,381-90.8% |
| Participant deferral / active EE | $2,055 | $2,566-19.9% | $3,835-46.4% | $3,470-40.8% |
| Admin fee / account holder | $125 | $3,198-96.1% | $4,848-97.4% | $4,888-97.4% |