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 | $20,533 | $142,344-85.6% | $119,609-82.8% | $134,475-84.7% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -19.61% | -12.44%-7.2pp | -14.97%-4.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,544 | $5,222-51.3% | $4,232-39.9% | $4,740-46.3% |
| Participant deferral / active EE | $4,628 | $6,469-28.5% | $5,602-17.4% | $6,400-27.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |