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 | $59,729 | $81,900-27.1% | $119,609-50.1% | $68,494-12.8% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -15.39% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,354 | $2,693-12.6% | $4,232-44.4% | $2,596-9.3% |
| Participant deferral / active EE | $3,494 | $4,148-15.8% | $5,602-37.6% | $4,027-13.2% |
| Admin fee / account holder | $34 | $6,582-99.5% | $10,323-99.7% | $5,403-99.4% |