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 | $48,201 | $81,900-41.1% | $119,609-59.7% | $68,494-29.6% |
| Participation rate | 86.8% | 71.9%+14.9pp | 79.3%+7.6pp | 67.9%+19.0pp |
| Annual return | -12.10% | -23.82%+11.7pp | -14.97%+2.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,258 | $2,693-53.3% | $4,232-70.3% | $2,596-51.6% |
| Participant deferral / active EE | $3,683 | $4,148-11.2% | $5,602-34.2% | $4,027-8.5% |
| Admin fee / account holder | $94 | $6,582-98.6% | $10,323-99.1% | $5,403-98.3% |