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 | $59,327 | $82,664-28.2% | $125,339-52.7% | $68,494-13.4% |
| Participation rate | 73.5% | 75.0%-1.5pp | 82.4%-8.8pp | 67.9%+5.6pp |
| Annual return | -11.32% | -5.97%-5.4pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,440 | $3,381-27.8% | $4,814-49.3% | $2,596-6.0% |
| Participant deferral / active EE | $3,452 | $6,110-43.5% | $7,446-53.6% | $4,027-14.3% |
| Admin fee / account holder | $289 | $6,275-95.4% | $10,010-97.1% | $5,403-94.6% |