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 5-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 | $40,439 | $46,674-13.4% | $117,472-65.6% | $68,494-41.0% |
| Participation rate | 85.1% | 56.8%+28.3pp | 70.6%+14.5pp | 67.9%+17.2pp |
| Annual return | -14.70% | -14.52%-0.2pp | 29.74%-44.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,010 | $1,505+33.6% | $4,176-51.9% | $2,596-22.6% |
| Participant deferral / active EE | $5,232 | $2,636+98.5% | $4,070+28.5% | $4,027+29.9% |
| Admin fee / account holder | $21 | $4,020-99.5% | $5,645-99.6% | $5,403-99.6% |