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 | $35,067 | $92,222-62.0% | $76,768-54.3% | $135,375-74.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.90% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,433 | $3,216-24.4% | $2,485-2.1% | $4,779-49.1% |
| Participant deferral / active EE | $5,589 | $4,509+24.0% | $3,852+45.1% | $5,609-0.4% |
| Admin fee / account holder | $202 | $10,748-98.1% | $6,675-97.0% | $10,827-98.1% |