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 | $36,005 | $142,344-74.7% | $119,609-69.9% | $134,475-73.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.30% | -12.44%+0.1pp | -14.97%+2.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,161 | $5,222-77.8% | $4,232-72.6% | $4,740-75.5% |
| Participant deferral / active EE | $3,819 | $6,469-41.0% | $5,602-31.8% | $6,400-40.3% |
| Admin fee / account holder | $82 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |