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 | $40,542 | $93,024-56.4% | $77,024-47.4% | $134,475-69.9% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -17.30% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,963 | $3,418-13.3% | $2,812+5.4% | $4,740-37.5% |
| Participant deferral / active EE | $5,985 | $5,238+14.3% | $4,426+35.2% | $6,400-6.5% |
| Admin fee / account holder | $274 | $6,944-96.1% | $5,425-95.0% | $11,426-97.6% |