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 | $30,946 | $63,953-51.6% | $54,726-43.5% | $135,375-77.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -5.28% | -5.77%+0.5pp | -4.56%-0.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,801 | $4,256+12.8% | $3,449+39.2% | $4,779+0.5% |
| Participant deferral / active EE | $4,801 | $4,810-0.2% | $3,953+21.5% | $5,609-14.4% |
| Admin fee / account holder | $137 | $4,567-97.0% | $3,818-96.4% | $10,827-98.7% |