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 | $33,174 | $127,386-74.0% | $115,037-71.2% | $125,391-73.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.10% | 31.28%-34.4pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $3,057 | $5,166-40.8% | $4,608-33.7% | $4,866-37.2% |
| Participant deferral / active EE | $3,896 | $6,423-39.3% | $6,026-35.4% | $5,352-27.2% |
| Admin fee / account holder | $35 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |