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 7-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 | $64,135 | $133,958-52.1% | $112,228-42.9% | $134,475-52.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.79% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,352 | $4,038-66.5% | $3,635-62.8% | $4,740-71.5% |
| Participant deferral / active EE | $6,342 | $5,291+19.9% | $4,728+34.1% | $6,400-0.9% |
| Admin fee / account holder | $213 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |