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 | $41,409 | $64,707-36.0% | $112,228-63.1% | $68,494-39.5% |
| Participation rate | 71.9% | 67.2%+4.7pp | 75.1%-3.2pp | 67.9%+4.0pp |
| Annual return | -18.38% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,026 | $2,746-62.6% | $3,635-71.8% | $2,596-60.5% |
| Participant deferral / active EE | $3,911 | $3,565+9.7% | $4,728-17.3% | $4,027-2.9% |
| Admin fee / account holder | $52 | $5,232-99.0% | $6,410-99.2% | $5,403-99.0% |