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 | $11,927 | $133,958-91.1% | $112,228-89.4% | $134,475-91.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -19.49% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,138 | $4,038-71.8% | $3,635-68.7% | $4,740-76.0% |
| Participant deferral / active EE | $1,560 | $5,291-70.5% | $4,728-67.0% | $6,400-75.6% |
| Admin fee / account holder | $60 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |