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 | $13,939 | $42,894-67.5% | $60,874-77.1% | $68,494-79.6% |
| Participation rate | 70.3% | 66.8%+3.5pp | 73.1%-2.8pp | 67.9%+2.4pp |
| Annual return | -15.60% | -13.98%-1.6pp | 16.90%-32.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,341 | $1,978-32.2% | $2,701-50.4% | $2,596-48.4% |
| Participant deferral / active EE | $1,745 | $2,867-39.1% | $3,817-54.3% | $4,027-56.7% |
| Admin fee / account holder | $143 | $3,101-95.4% | $3,224-95.6% | $5,403-97.4% |