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 | $29,029 | $77,813-62.7% | $123,544-76.5% | $64,186-54.8% |
| Participation rate | 70.3% | 74.7%-4.4pp | 82.3%-12.0pp | 69.6%+0.7pp |
| Annual return | -7.98% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,331 | $3,014-22.7% | $4,628-49.6% | $2,381-2.1% |
| Participant deferral / active EE | $5,366 | $5,240+2.4% | $6,426-16.5% | $3,470+54.7% |
| Admin fee / account holder | $119 | $5,519-97.8% | $9,284-98.7% | $4,888-97.6% |