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 | $31,818 | $73,004-56.4% | $90,749-64.9% | $68,494-53.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.27% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,519 | $2,193-30.7% | $2,921-48.0% | $2,596-41.5% |
| Participant deferral / active EE | $2,129 | $3,627-41.3% | $4,564-53.4% | $4,027-47.1% |
| Admin fee / account holder | $284 | $5,896-95.2% | $8,445-96.6% | $5,403-94.7% |