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 | $40,947 | $25,979+57.6% | $71,735-42.9% | $68,494-40.2% |
| Participation rate | 75.0% | 54.5%+20.5pp | 62.3%+12.7pp | 67.9%+7.1pp |
| Annual return | -16.59% | -15.10%-1.5pp | 9.14%-25.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $188 | $900-79.1% | $1,704-89.0% | $2,596-92.8% |
| Participant deferral / active EE | $2,157 | $1,522+41.7% | $2,658-18.9% | $4,027-46.5% |
| Admin fee / account holder | $295 | $2,022-85.4% | $3,974-92.6% | $5,403-94.5% |