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 7-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 | $7,891 | $45,863-82.8% | $77,024-89.8% | $68,494-88.5% |
| Participation rate | 88.2% | 55.9%+32.3pp | 67.9%+20.3pp | 67.9%+20.3pp |
| Annual return | -14.00% | 1.72%-15.7pp | 42.32%-56.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,330 | $1,650-19.4% | $2,812-52.7% | $2,596-48.8% |
| Participant deferral / active EE | $2,188 | $2,962-26.1% | $4,426-50.6% | $4,027-45.7% |
| Admin fee / account holder | $10 | $3,041-99.7% | $5,425-99.8% | $5,403-99.8% |