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 | $64,193 | $93,024-31.0% | $77,024-16.7% | $134,475-52.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -17.05% | 62.60%-79.6pp | 42.32%-59.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,111 | $3,418-38.2% | $2,812-24.9% | $4,740-55.5% |
| Participant deferral / active EE | $2,830 | $5,238-46.0% | $4,426-36.1% | $6,400-55.8% |
| Admin fee / account holder | $21 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |