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 | $23,280 | $53,162-56.2% | $91,220-74.5% | $68,494-66.0% |
| Participation rate | 81.6% | 63.2%+18.4pp | 73.2%+8.4pp | 67.9%+13.7pp |
| Annual return | -17.28% | -3.14%-14.1pp | 114.01%-131.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,765 | $1,709+3.3% | $2,850-38.1% | $2,596-32.0% |
| Participant deferral / active EE | $3,028 | $2,974+1.8% | $4,234-28.5% | $4,027-24.8% |
| Admin fee / account holder | $210 | $4,493-95.3% | $5,420-96.1% | $5,403-96.1% |