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 | $15,838 | $45,863-65.5% | $77,024-79.4% | $68,494-76.9% |
| Participation rate | 73.6% | 55.9%+17.7pp | 67.9%+5.7pp | 67.9%+5.7pp |
| Annual return | -18.85% | 1.72%-20.6pp | 42.32%-61.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,311 | $1,650-20.5% | $2,812-53.4% | $2,596-49.5% |
| Participant deferral / active EE | $2,812 | $2,962-5.1% | $4,426-36.5% | $4,027-30.2% |
| Admin fee / account holder | $276 | $3,041-90.9% | $5,425-94.9% | $5,403-94.9% |