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 | $21,553 | $50,958-57.7% | $74,550-71.1% | $64,186-66.4% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.1%+21.6pp | 69.6%+21.1pp |
| Annual return | -6.71% | -1.86%-4.9pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,237 | $1,115+10.9% | $1,961-36.9% | $2,381-48.1% |
| Participant deferral / active EE | $2,291 | $2,301-0.5% | $3,108-26.3% | $3,470-34.0% |
| Admin fee / account holder | $158 | $4,223-96.3% | $5,060-96.9% | $4,888-96.8% |