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 | $29,090 | $95,862-69.7% | $79,550-63.4% | $134,475-78.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.3pp | 81.2%+13.5pp |
| Annual return | -16.90% | -2.69%-14.2pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,277 | $3,128+100.7% | $2,413+160.1% | $4,740+32.4% |
| Participant deferral / active EE | $3,272 | $4,693-30.3% | $3,985-17.9% | $6,400-48.9% |
| Admin fee / account holder | $222 | $9,126-97.6% | $6,832-96.7% | $11,426-98.1% |