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 | $46,183 | $64,707-28.6% | $112,228-58.8% | $68,494-32.6% |
| Participation rate | 96.6% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.7pp |
| Annual return | -8.61% | -11.40%+2.8pp | 27.45%-36.1pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,170 | $2,746-57.4% | $3,635-67.8% | $2,596-54.9% |
| Participant deferral / active EE | $7,433 | $3,565+108.5% | $4,728+57.2% | $4,027+84.6% |
| Admin fee / account holder | $286 | $5,232-94.5% | $6,410-95.5% | $5,403-94.7% |