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 | $37,837 | $54,350-30.4% | $82,719-54.3% | $68,494-44.8% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -15.72% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,289 | $2,218-41.9% | $3,009-57.2% | $2,596-50.4% |
| Participant deferral / active EE | $1,466 | $3,246-54.8% | $4,395-66.6% | $4,027-63.6% |
| Admin fee / account holder | $190 | $4,395-95.7% | $5,329-96.4% | $5,403-96.5% |