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 5-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 | $33,220 | $105,860-68.6% | $90,749-63.4% | $134,475-75.3% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | 1.73% | -11.01%+12.7pp | -12.16%+13.9pp | 417.96%-416.2pp |
| Employer contribution / active EE | $1,442 | $3,462-58.4% | $2,921-50.6% | $4,740-69.6% |
| Participant deferral / active EE | $2,729 | $5,216-47.7% | $4,564-40.2% | $6,400-57.4% |
| Admin fee / account holder | $74 | $13,938-99.5% | $8,445-99.1% | $11,426-99.4% |