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 | $33,957 | $48,265-29.6% | $68,791-50.6% | $68,494-50.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.55% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,094 | $1,829-40.2% | $2,655-58.8% | $2,596-57.9% |
| Participant deferral / active EE | $2,574 | $2,867-10.2% | $3,941-34.7% | $4,027-36.1% |
| Admin fee / account holder | $258 | $4,355-94.1% | $4,932-94.8% | $5,403-95.2% |