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 9-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 | $43,223 | $95,862-54.9% | $79,550-45.7% | $134,475-67.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -15.44% | -2.69%-12.8pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,404 | $3,128-55.1% | $2,413-41.8% | $4,740-70.4% |
| Participant deferral / active EE | $5,608 | $4,693+19.5% | $3,985+40.7% | $6,400-12.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |