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 | $35,538 | $50,958-30.3% | $74,550-52.3% | $64,186-44.6% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -7.57% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $296 | $1,115-73.5% | $1,961-84.9% | $2,381-87.6% |
| Participant deferral / active EE | $2,123 | $2,301-7.8% | $3,108-31.7% | $3,470-38.8% |
| Admin fee / account holder | $9 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |