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 | $15,253 | $45,863-66.7% | $77,024-80.2% | $68,494-77.7% |
| Participation rate | 93.0% | 55.9%+37.1pp | 67.9%+25.1pp | 67.9%+25.1pp |
| Annual return | -14.96% | 1.72%-16.7pp | 42.32%-57.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $419 | $1,650-74.6% | $2,812-85.1% | $2,596-83.8% |
| Participant deferral / active EE | $2,207 | $2,962-25.5% | $4,426-50.1% | $4,027-45.2% |
| Admin fee / account holder | $164 | $3,041-94.6% | $5,425-97.0% | $5,403-97.0% |