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 | $54,230 | $81,900-33.8% | $119,609-54.7% | $68,494-20.8% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -5.78% | -23.82%+18.0pp | -14.97%+9.2pp | -7.84%+2.1pp |
| Employer contribution / active EE | $2,500 | $2,693-7.2% | $4,232-40.9% | $2,596-3.7% |
| Participant deferral / active EE | $2,170 | $4,148-47.7% | $5,602-61.3% | $4,027-46.1% |
| Admin fee / account holder | $244 | $6,582-96.3% | $10,323-97.6% | $5,403-95.5% |