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 6-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 | $13,423 | $133,958-90.0% | $112,228-88.0% | $134,475-90.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -20.14% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,335 | $4,038-66.9% | $3,635-63.3% | $4,740-71.8% |
| Participant deferral / active EE | $2,874 | $5,291-45.7% | $4,728-39.2% | $6,400-55.1% |
| Admin fee / account holder | $268 | $7,489-96.4% | $6,410-95.8% | $11,426-97.7% |