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 | $58,572 | $82,286-28.8% | $68,791-14.9% | $134,475-56.4% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -16.65% | -2.19%-14.5pp | -6.38%-10.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,295 | $3,301-60.8% | $2,655-51.2% | $4,740-72.7% |
| Participant deferral / active EE | $2,092 | $4,739-55.9% | $3,941-46.9% | $6,400-67.3% |
| Admin fee / account holder | $209 | $6,481-96.8% | $4,932-95.8% | $11,426-98.2% |