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 9-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 | $34,387 | $100,754-65.9% | $86,677-60.3% | $134,475-74.4% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -7.20% | 29.04%-36.2pp | 35.91%-43.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $6,111 | $3,489+75.1% | $2,836+115.5% | $4,740+28.9% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $117 | $10,926-98.9% | $7,493-98.4% | $11,426-99.0% |