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 | $38,754 | $167,307-76.8% | $143,757-73.0% | $134,475-71.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -15.81% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,866 | $5,619-66.8% | $4,951-62.3% | $4,740-60.6% |
| Participant deferral / active EE | $2,559 | $6,446-60.3% | $5,637-54.6% | $6,400-60.0% |
| Admin fee / account holder | $135 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |