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 | $47,968 | $100,754-52.4% | $86,677-44.7% | $134,475-64.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.21% | 29.04%-43.2pp | 35.91%-50.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,841 | $3,489-47.2% | $2,836-35.1% | $4,740-61.2% |
| Participant deferral / active EE | $5,380 | $5,338+0.8% | $4,656+15.6% | $6,400-15.9% |
| Admin fee / account holder | $79 | $10,926-99.3% | $7,493-98.9% | $11,426-99.3% |