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 | $32,158 | $167,307-80.8% | $143,757-77.6% | $134,475-76.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.92% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,389 | $5,619-75.3% | $4,951-71.9% | $4,740-70.7% |
| Participant deferral / active EE | $3,992 | $6,446-38.1% | $5,637-29.2% | $6,400-37.6% |
| Admin fee / account holder | $64 | $18,088-99.6% | $14,673-99.6% | $11,426-99.4% |