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 | $16,271 | $105,860-84.6% | $90,749-82.1% | $134,475-87.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.25% | -11.01%-2.2pp | -12.16%-1.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,073 | $3,462-69.0% | $2,921-63.3% | $4,740-77.4% |
| Participant deferral / active EE | $1,771 | $5,216-66.1% | $4,564-61.2% | $6,400-72.3% |
| Admin fee / account holder | $155 | $13,938-98.9% | $8,445-98.2% | $11,426-98.6% |