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 6-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 | $84,499 | $167,307-49.5% | $143,757-41.2% | $134,475-37.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -9.95% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,816 | $5,619-49.9% | $4,951-43.1% | $4,740-40.6% |
| Participant deferral / active EE | $4,855 | $6,446-24.7% | $5,637-13.9% | $6,400-24.1% |
| Admin fee / account holder | $97 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |