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 | $20,578 | $64,707-68.2% | $112,228-81.7% | $68,494-70.0% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.3pp |
| Annual return | -18.46% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,038 | $2,746-62.2% | $3,635-71.4% | $2,596-60.0% |
| Participant deferral / active EE | $1,920 | $3,565-46.1% | $4,728-59.4% | $4,027-52.3% |
| Admin fee / account holder | $269 | $5,232-94.9% | $6,410-95.8% | $5,403-95.0% |