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 | $16,271 | $48,265-66.3% | $68,791-76.3% | $68,494-76.2% |
| Participation rate | 86.2% | 60.7%+25.5pp | 69.0%+17.2pp | 67.9%+18.3pp |
| Annual return | -17.97% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,112 | $1,829-39.2% | $2,655-58.1% | $2,596-57.2% |
| Participant deferral / active EE | $1,388 | $2,867-51.6% | $3,941-64.8% | $4,027-65.5% |
| Admin fee / account holder | $18 | $4,355-99.6% | $4,932-99.6% | $5,403-99.7% |