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 7-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 | $19,385 | $100,754-80.8% | $86,677-77.6% | $134,475-85.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.36% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,259 | $3,489-6.6% | $2,836+14.9% | $4,740-31.2% |
| Participant deferral / active EE | $6,648 | $5,338+24.5% | $4,656+42.8% | $6,400+3.9% |
| Admin fee / account holder | $67 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |