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 | $25,028 | $190,805-86.9% | $159,960-84.4% | $134,475-81.4% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -12.61% | 552.23%-564.8pp | 408.60%-421.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,710 | $4,995-45.8% | $4,226-35.9% | $4,740-42.8% |
| Participant deferral / active EE | $4,878 | $6,923-29.5% | $6,182-21.1% | $6,400-23.8% |
| Admin fee / account holder | $138 | $10,471-98.7% | $8,698-98.4% | $11,426-98.8% |