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 | $27,541 | $133,958-79.4% | $112,228-75.5% | $134,475-79.5% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | -20.34% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,699 | $4,038-57.9% | $3,635-53.3% | $4,740-64.2% |
| Participant deferral / active EE | $3,846 | $5,291-27.3% | $4,728-18.7% | $6,400-39.9% |
| Admin fee / account holder | $70 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |