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 | $20,160 | $43,723-53.9% | $121,196-83.4% | $64,186-68.6% |
| Participation rate | 72.5% | 58.3%+14.2pp | 71.7%+0.8pp | 69.6%+3.0pp |
| Annual return | -5.09% | 68.91%-74.0pp | 16.93%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,686 | $2,280-26.0% | $3,344-49.6% | $3,470-51.4% |
| Admin fee / account holder | $91 | $3,501-97.4% | $5,019-98.2% | $4,888-98.1% |