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 | $59,396 | $95,862-38.0% | $79,550-25.3% | $134,475-55.8% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.3pp |
| Annual return | -17.23% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,444 | $3,128-53.9% | $2,413-40.2% | $4,740-69.5% |
| Participant deferral / active EE | $2,703 | $4,693-42.4% | $3,985-32.2% | $6,400-57.8% |
| Admin fee / account holder | $133 | $9,126-98.5% | $6,832-98.1% | $11,426-98.8% |