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 | $60,326 | $54,350+11.0% | $82,719-27.1% | $68,494-11.9% |
| Participation rate | 76.7% | 63.9%+12.7pp | 72.6%+4.1pp | 67.9%+8.8pp |
| Annual return | -14.99% | -13.67%-1.3pp | 701.18%-716.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,734 | $2,218-21.8% | $3,009-42.4% | $2,596-33.2% |
| Participant deferral / active EE | $2,330 | $3,246-28.2% | $4,395-47.0% | $4,027-42.1% |
| Admin fee / account holder | $54 | $4,395-98.8% | $5,329-99.0% | $5,403-99.0% |