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 | $12,433 | $133,958-90.7% | $112,228-88.9% | $134,475-90.8% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -15.93% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,077 | $4,038-73.3% | $3,635-70.4% | $4,740-77.3% |
| Participant deferral / active EE | $2,127 | $5,291-59.8% | $4,728-55.0% | $6,400-66.8% |
| Admin fee / account holder | $146 | $7,489-98.0% | $6,410-97.7% | $11,426-98.7% |