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 9-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 | $142,925 | $59,805+139.0% | $79,550+79.7% | $68,494+108.7% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -7.54% | -12.30%+4.8pp | 0.16%-7.7pp | -7.84%+0.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,334 | $3,024-55.9% | $3,985-66.5% | $4,027-66.9% |
| Admin fee / account holder | $254 | $4,835-94.7% | $6,832-96.3% | $5,403-95.3% |