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 | $17,881 | $95,862-81.3% | $79,550-77.5% | $134,475-86.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -19.42% | -2.69%-16.7pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $847 | $3,128-72.9% | $2,413-64.9% | $4,740-82.1% |
| Participant deferral / active EE | $1,421 | $4,693-69.7% | $3,985-64.3% | $6,400-77.8% |
| Admin fee / account holder | $212 | $9,126-97.7% | $6,832-96.9% | $11,426-98.1% |