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 | $17,244 | $95,862-82.0% | $79,550-78.3% | $134,475-87.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -9.83% | -2.69%-7.1pp | 0.16%-10.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,667 | $3,128-46.7% | $2,413-30.9% | $4,740-64.8% |
| Participant deferral / active EE | $7,656 | $4,693+63.1% | $3,985+92.1% | $6,400+19.6% |
| Admin fee / account holder | $28 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |