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 | $32,053 | $133,958-76.1% | $112,228-71.4% | $134,475-76.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,187 | $4,038+78.0% | $3,635+97.7% | $4,740+51.6% |
| Participant deferral / active EE | $6,684 | $5,291+26.3% | $4,728+41.4% | $6,400+4.4% |
| Admin fee / account holder | $266 | $7,489-96.4% | $6,410-95.9% | $11,426-97.7% |