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 | $29,963 | $106,543-71.9% | $91,220-67.2% | $134,475-77.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -8.80% | 160.60%-169.4pp | 114.01%-122.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $742 | $3,331-77.7% | $2,850-74.0% | $4,740-84.4% |
| Participant deferral / active EE | $991 | $4,719-79.0% | $4,234-76.6% | $6,400-84.5% |
| Admin fee / account holder | $96 | $6,231-98.5% | $5,420-98.2% | $11,426-99.2% |