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 | $31,116 | $167,307-81.4% | $143,757-78.4% | $134,475-76.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.80% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,527 | $5,619-72.8% | $4,951-69.2% | $4,740-67.8% |
| Participant deferral / active EE | $7,509 | $6,446+16.5% | $5,637+33.2% | $6,400+17.3% |
| Admin fee / account holder | $101 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |