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 | $72,250 | $81,900-11.8% | $119,609-39.6% | $68,494+5.5% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -14.82% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,617 | $2,693-40.0% | $4,232-61.8% | $2,596-37.7% |
| Participant deferral / active EE | $2,728 | $4,148-34.2% | $5,602-51.3% | $4,027-32.3% |
| Admin fee / account holder | $27 | $6,582-99.6% | $10,323-99.7% | $5,403-99.5% |