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 | $10,637 | $93,024-88.6% | $77,024-86.2% | $134,475-92.1% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -14.08% | 62.60%-76.7pp | 42.32%-56.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,849 | $3,418-16.6% | $2,812+1.3% | $4,740-39.9% |
| Participant deferral / active EE | $1,182 | $5,238-77.4% | $4,426-73.3% | $6,400-81.5% |
| Admin fee / account holder | $42 | $6,944-99.4% | $5,425-99.2% | $11,426-99.6% |