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 | $35,567 | $105,860-66.4% | $90,749-60.8% | $134,475-73.6% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | -16.24% | -11.01%-5.2pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $932 | $3,462-73.1% | $2,921-68.1% | $4,740-80.3% |
| Participant deferral / active EE | $3,539 | $5,216-32.1% | $4,564-22.4% | $6,400-44.7% |
| Admin fee / account holder | $139 | $13,938-99.0% | $8,445-98.4% | $11,426-98.8% |