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 | $25,769 | $77,813-66.9% | $123,544-79.1% | $64,186-59.9% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -7.57% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,951 | $3,014-35.3% | $4,628-57.8% | $2,381-18.1% |
| Participant deferral / active EE | $3,321 | $5,240-36.6% | $6,426-48.3% | $3,470-4.3% |
| Admin fee / account holder | $103 | $5,519-98.1% | $9,284-98.9% | $4,888-97.9% |