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 | $43,449 | $167,307-74.0% | $143,757-69.8% | $134,475-67.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.58% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,871 | $5,619-48.9% | $4,951-42.0% | $4,740-39.4% |
| Participant deferral / active EE | $7,254 | $6,446+12.5% | $5,637+28.7% | $6,400+13.3% |
| Admin fee / account holder | $168 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |