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 4-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 | $29,595 | $117,690-74.9% | $71,735-58.7% | $134,475-78.0% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -15.56% | 25.44%-41.0pp | 9.14%-24.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,109 | $2,525+23.2% | $1,704+82.5% | $4,740-34.4% |
| Participant deferral / active EE | $5,362 | $3,759+42.6% | $2,658+101.7% | $6,400-16.2% |
| Admin fee / account holder | $279 | $6,379-95.6% | $3,974-93.0% | $11,426-97.6% |