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 | $21,529 | $54,350-60.4% | $82,719-74.0% | $68,494-68.6% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -15.29% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,496 | $2,218-32.5% | $3,009-50.3% | $2,596-42.4% |
| Participant deferral / active EE | $2,359 | $3,246-27.3% | $4,395-46.3% | $4,027-41.4% |
| Admin fee / account holder | $102 | $4,395-97.7% | $5,329-98.1% | $5,403-98.1% |