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 | $28,120 | $167,307-83.2% | $143,757-80.4% | $134,475-79.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -13.92% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,919 | $5,619-12.5% | $4,951-0.7% | $4,740+3.8% |
| Participant deferral / active EE | $3,236 | $6,446-49.8% | $5,637-42.6% | $6,400-49.4% |
| Admin fee / account holder | $291 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |