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 | $47,872 | $82,664-42.1% | $125,339-61.8% | $68,494-30.1% |
| Participation rate | 78.0% | 75.0%+3.0pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,154 | $3,381-36.3% | $4,814-55.2% | $2,596-17.0% |
| Participant deferral / active EE | $3,570 | $6,110-41.6% | $7,446-52.1% | $4,027-11.4% |
| Admin fee / account holder | $289 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |