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 | $81,377 | $167,307-51.4% | $143,757-43.4% | $134,475-39.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.09% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,694 | $5,619-69.8% | $4,951-65.8% | $4,740-64.3% |
| Participant deferral / active EE | $6,865 | $6,446+6.5% | $5,637+21.8% | $6,400+7.3% |
| Admin fee / account holder | $57 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |