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 | $37,138 | $142,344-73.9% | $119,609-69.0% | $134,475-72.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.44% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,251 | $5,222-56.9% | $4,232-46.8% | $4,740-52.5% |
| Participant deferral / active EE | $5,203 | $6,469-19.6% | $5,602-7.1% | $6,400-18.7% |
| Admin fee / account holder | $26 | $13,584-99.8% | $10,323-99.7% | $11,426-99.8% |