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 | $35,870 | $73,867-51.4% | $143,757-75.0% | $68,494-47.6% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -12.76% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,153 | $3,184-63.8% | $4,951-76.7% | $2,596-55.6% |
| Participant deferral / active EE | $1,957 | $3,384-42.2% | $5,637-65.3% | $4,027-51.4% |
| Admin fee / account holder | $175 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |