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 | $19,404 | $123,918-84.3% | $108,884-82.2% | $135,375-85.7% |
| Participation rate | 85.7% | 71.1%+14.6pp | 64.3%+21.5pp | 82.6%+3.1pp |
| Annual return | -10.33% | 0.89%-11.2pp | -0.99%-9.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,712 | $4,313-37.1% | $3,750-27.7% | $4,779-43.2% |
| Participant deferral / active EE | $2,748 | $6,949-60.5% | $6,178-55.5% | $5,609-51.0% |
| Admin fee / account holder | $0 | $8,592-100.0% | $7,560-100.0% | $10,827-100.0% |