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 | $18,400 | $46,674-60.6% | $117,472-84.3% | $68,494-73.1% |
| Participation rate | 86.4% | 56.8%+29.6pp | 70.6%+15.8pp | 67.9%+18.5pp |
| Annual return | -15.97% | -14.52%-1.5pp | 29.74%-45.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,160 | $1,505+43.6% | $4,176-48.3% | $2,596-16.8% |
| Participant deferral / active EE | $2,283 | $2,636-13.4% | $4,070-43.9% | $4,027-43.3% |
| Admin fee / account holder | $191 | $4,020-95.2% | $5,645-96.6% | $5,403-96.5% |