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 | $15,506 | $152,509-89.8% | $117,472-86.8% | $134,475-88.5% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | -18.13% | 52.99%-71.1pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,511 | $5,571-72.9% | $4,176-63.8% | $4,740-68.1% |
| Participant deferral / active EE | $1,647 | $4,818-65.8% | $4,070-59.5% | $6,400-74.3% |
| Admin fee / account holder | $176 | $7,004-97.5% | $5,645-96.9% | $11,426-98.5% |