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 5-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 | $43,026 | $93,024-53.7% | $77,024-44.1% | $134,475-68.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -14.56% | 62.60%-77.2pp | 42.32%-56.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,306 | $5,238+20.4% | $4,426+42.5% | $6,400-1.5% |
| Admin fee / account holder | $21 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |