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 5-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 | $17,186 | $133,958-87.2% | $112,228-84.7% | $134,475-87.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -20.11% | 47.11%-67.2pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,462 | $4,038-39.0% | $3,635-32.3% | $4,740-48.0% |
| Participant deferral / active EE | $5,314 | $5,291+0.4% | $4,728+12.4% | $6,400-17.0% |
| Admin fee / account holder | $3 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |