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 5-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 | $29,240 | $81,900-64.3% | $119,609-75.6% | $68,494-57.3% |
| Participation rate | 75.9% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | 32.64% | -23.82%+56.5pp | -14.97%+47.6pp | -7.84%+40.5pp |
| Employer contribution / active EE | $874 | $2,693-67.6% | $4,232-79.4% | $2,596-66.3% |
| Participant deferral / active EE | $8,199 | $4,148+97.7% | $5,602+46.4% | $4,027+103.6% |
| Admin fee / account holder | $99 | $6,582-98.5% | $10,323-99.0% | $5,403-98.2% |