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 | $19,125 | $46,674-59.0% | $117,472-83.7% | $68,494-72.1% |
| Participation rate | 77.8% | 56.8%+21.0pp | 70.6%+7.2pp | 67.9%+9.9pp |
| Annual return | -17.68% | -14.52%-3.2pp | 29.74%-47.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,131 | $1,505-24.9% | $4,176-72.9% | $2,596-56.5% |
| Participant deferral / active EE | $1,951 | $2,636-26.0% | $4,070-52.1% | $4,027-51.5% |
| Admin fee / account holder | $160 | $4,020-96.0% | $5,645-97.2% | $5,403-97.0% |