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 | $9,975 | $42,894-76.7% | $60,874-83.6% | $68,494-85.4% |
| Participation rate | 91.1% | 66.8%+24.3pp | 73.1%+18.0pp | 67.9%+23.2pp |
| Annual return | -17.58% | -13.98%-3.6pp | 16.90%-34.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $489 | $1,978-75.3% | $2,701-81.9% | $2,596-81.2% |
| Participant deferral / active EE | $1,267 | $2,867-55.8% | $3,817-66.8% | $4,027-68.5% |
| Admin fee / account holder | $296 | $3,101-90.4% | $3,224-90.8% | $5,403-94.5% |