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 | $29,907 | $92,703-67.7% | $82,719-63.8% | $134,475-77.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.71% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,713 | $3,274-17.1% | $3,009-9.8% | $4,740-42.8% |
| Participant deferral / active EE | $2,972 | $4,802-38.1% | $4,395-32.4% | $6,400-53.6% |
| Admin fee / account holder | $135 | $5,983-97.7% | $5,329-97.5% | $11,426-98.8% |