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 | $68,451 | $167,484-59.1% | $151,611-54.9% | $134,475-49.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.91% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,626 | $6,829-46.9% | $6,166-41.2% | $4,740-23.5% |
| Participant deferral / active EE | $7,163 | $8,986-20.3% | $8,363-14.4% | $6,400+11.9% |
| Admin fee / account holder | $88 | $13,783-99.4% | $11,616-99.2% | $11,426-99.2% |