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 | $35,801 | $110,094-67.5% | $151,611-76.4% | $68,494-47.7% |
| Participation rate | 71.8% | 84.0%-12.2pp | 87.5%-15.7pp | 67.9%+3.9pp |
| Annual return | -16.85% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,564 | $4,471+2.1% | $6,166-26.0% | $2,596+75.8% |
| Participant deferral / active EE | $5,727 | $6,527-12.3% | $8,363-31.5% | $4,027+42.2% |
| Admin fee / account holder | $257 | $7,719-96.7% | $11,616-97.8% | $5,403-95.2% |