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 | $14,783 | $45,863-67.8% | $77,024-80.8% | $68,494-78.4% |
| Participation rate | 83.9% | 55.9%+28.0pp | 67.9%+16.0pp | 67.9%+16.0pp |
| Annual return | -17.21% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,203 | $2,962-59.4% | $4,426-72.8% | $4,027-70.1% |
| Admin fee / account holder | $225 | $3,041-92.6% | $5,425-95.8% | $5,403-95.8% |