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 | $28,271 | $73,867-61.7% | $143,757-80.3% | $68,494-58.7% |
| Participation rate | 91.4% | 66.7%+24.8pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -16.06% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,905 | $3,184-8.8% | $4,951-41.3% | $2,596+11.9% |
| Participant deferral / active EE | $5,713 | $3,384+68.8% | $5,637+1.3% | $4,027+41.9% |
| Admin fee / account holder | $172 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |