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 | $44,573 | $82,664-46.1% | $125,339-64.4% | $68,494-34.9% |
| Participation rate | 77.1% | 75.0%+2.1pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,817 | $3,381-46.3% | $4,814-62.3% | $2,596-30.0% |
| Participant deferral / active EE | $4,637 | $6,110-24.1% | $7,446-37.7% | $4,027+15.1% |
| Admin fee / account holder | $107 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |