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 | $14,927 | $54,229-72.5% | $70,092-78.7% | $68,494-78.2% |
| Participation rate | 92.6% | 64.5%+28.1pp | 70.5%+22.1pp | 67.9%+24.7pp |
| Annual return | -15.74% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,910 | $2,018-5.3% | $2,559-25.3% | $2,596-26.4% |
| Participant deferral / active EE | $1,419 | $2,956-52.0% | $3,849-63.1% | $4,027-64.8% |
| Admin fee / account holder | $202 | $4,694-95.7% | $6,267-96.8% | $5,403-96.3% |