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 | $35,045 | $167,307-79.1% | $143,757-75.6% | $134,475-73.9% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -17.95% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,711 | $5,619-16.2% | $4,951-4.8% | $4,740-0.6% |
| Participant deferral / active EE | $4,230 | $6,446-34.4% | $5,637-25.0% | $6,400-33.9% |
| Admin fee / account holder | $151 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |