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 | $42,765 | $167,484-74.5% | $151,611-71.8% | $134,475-68.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.76% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,955 | $6,829-71.4% | $6,166-68.3% | $4,740-58.8% |
| Participant deferral / active EE | $4,041 | $8,986-55.0% | $8,363-51.7% | $6,400-36.9% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |