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 | $23,281 | $77,813-70.1% | $123,544-81.2% | $64,186-63.7% |
| Participation rate | 76.0% | 74.7%+1.3pp | 82.3%-6.3pp | 69.6%+6.4pp |
| Annual return | -7.86% | 12.48%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,076 | $3,014-31.1% | $4,628-55.1% | $2,381-12.8% |
| Participant deferral / active EE | $3,727 | $5,240-28.9% | $6,426-42.0% | $3,470+7.4% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |