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 | $42,641 | $82,286-48.2% | $68,791-38.0% | $134,475-68.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.82% | -2.19%-17.6pp | -6.38%-13.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,713 | $3,301-48.1% | $2,655-35.5% | $4,740-63.9% |
| Participant deferral / active EE | $4,468 | $4,739-5.7% | $3,941+13.4% | $6,400-30.2% |
| Admin fee / account holder | $226 | $6,481-96.5% | $4,932-95.4% | $11,426-98.0% |