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 | $20,322 | $100,754-79.8% | $86,677-76.6% | $134,475-84.9% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -19.54% | 29.04%-48.6pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,655 | $3,489-52.6% | $2,836-41.7% | $4,740-65.1% |
| Participant deferral / active EE | $4,895 | $5,338-8.3% | $4,656+5.1% | $6,400-23.5% |
| Admin fee / account holder | $181 | $10,926-98.3% | $7,493-97.6% | $11,426-98.4% |