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 | $28,374 | $167,307-83.0% | $143,757-80.3% | $134,475-78.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -17.66% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,720 | $5,619-69.4% | $4,951-65.3% | $4,740-63.7% |
| Participant deferral / active EE | $6,153 | $6,446-4.5% | $5,637+9.2% | $6,400-3.9% |
| Admin fee / account holder | $19 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |