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 | $47,325 | $53,162-11.0% | $91,220-48.1% | $68,494-30.9% |
| Participation rate | 93.5% | 63.2%+30.3pp | 73.2%+20.4pp | 67.9%+25.7pp |
| Annual return | -17.08% | -3.14%-13.9pp | 114.01%-131.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,796 | $1,709+297.6% | $2,850+138.5% | $2,596+161.8% |
| Participant deferral / active EE | $4,017 | $2,974+35.1% | $4,234-5.1% | $4,027-0.3% |
| Admin fee / account holder | $40 | $4,493-99.1% | $5,420-99.3% | $5,403-99.3% |