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 | $18,061 | $67,331-73.2% | $60,874-70.3% | $134,475-86.6% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -16.52% | 49.93%-66.5pp | 16.90%-33.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,153 | $3,096-62.8% | $2,701-57.3% | $4,740-75.7% |
| Participant deferral / active EE | $3,752 | $4,538-17.3% | $3,817-1.7% | $6,400-41.4% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |