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 8-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 | $38,049 | $95,862-60.3% | $79,550-52.2% | $134,475-71.7% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | -17.93% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,487 | $3,128-20.5% | $2,413+3.0% | $4,740-47.5% |
| Participant deferral / active EE | $4,103 | $4,693-12.6% | $3,985+3.0% | $6,400-35.9% |
| Admin fee / account holder | $207 | $9,126-97.7% | $6,832-97.0% | $11,426-98.2% |