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 6-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 | $157,940 | $100,754+56.8% | $86,677+82.2% | $134,475+17.4% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -7.62% | 29.04%-36.7pp | 35.91%-43.5pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,798 | $3,489-19.8% | $2,836-1.4% | $4,740-41.0% |
| Participant deferral / active EE | $12,890 | $5,338+141.5% | $4,656+176.9% | $6,400+101.4% |
| Admin fee / account holder | $74 | $10,926-99.3% | $7,493-99.0% | $11,426-99.4% |