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 | $29,522 | $73,004-59.6% | $90,749-67.5% | $68,494-56.9% |
| Participation rate | 76.0% | 70.8%+5.2pp | 75.7%+0.3pp | 67.9%+8.1pp |
| Annual return | -16.73% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $913 | $2,193-58.4% | $2,921-68.7% | $2,596-64.8% |
| Participant deferral / active EE | $1,721 | $3,627-52.6% | $4,564-62.3% | $4,027-57.3% |
| Admin fee / account holder | $209 | $5,896-96.5% | $8,445-97.5% | $5,403-96.1% |