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 | $31,452 | $95,862-67.2% | $79,550-60.5% | $134,475-76.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -13.31% | -2.69%-10.6pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $9,171 | $3,128+193.2% | $2,413+280.0% | $4,740+93.5% |
| Participant deferral / active EE | $3,845 | $4,693-18.1% | $3,985-3.5% | $6,400-39.9% |
| Admin fee / account holder | $120 | $9,126-98.7% | $6,832-98.3% | $11,426-99.0% |