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 | $24,369 | $82,664-70.5% | $125,339-80.6% | $68,494-64.4% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,374 | $3,381-29.8% | $4,814-50.7% | $2,596-8.6% |
| Participant deferral / active EE | $3,508 | $6,110-42.6% | $7,446-52.9% | $4,027-12.9% |
| Admin fee / account holder | $209 | $6,275-96.7% | $10,010-97.9% | $5,403-96.1% |