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 | $19,275 | $82,286-76.6% | $68,791-72.0% | $134,475-85.7% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.0%+9.2pp | 81.2%-3.0pp |
| Annual return | -17.93% | -2.19%-15.7pp | -6.38%-11.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,231 | $3,301-62.7% | $2,655-53.6% | $4,740-74.0% |
| Participant deferral / active EE | $1,153 | $4,739-75.7% | $3,941-70.7% | $6,400-82.0% |
| Admin fee / account holder | $75 | $6,481-98.8% | $4,932-98.5% | $11,426-99.3% |