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 | $50,363 | $83,908-40.0% | $68,509-26.5% | $125,391-59.8% |
| Participation rate | 76.9% | 78.2%-1.2pp | 74.7%+2.2pp | 83.2%-6.3pp |
| Annual return | -2.12% | 14.48%-16.6pp | 8.27%-10.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,247 | $3,031-25.9% | $2,278-1.3% | $4,866-53.8% |
| Participant deferral / active EE | $7,151 | $4,125+73.4% | $3,382+111.4% | $5,352+33.6% |
| Admin fee / account holder | $202 | $8,982-97.8% | $5,275-96.2% | $9,540-97.9% |