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 6-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 | $36,150 | $167,307-78.4% | $143,757-74.9% | $134,475-73.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.92% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,603 | $5,619-0.3% | $4,951+13.2% | $4,740+18.2% |
| Participant deferral / active EE | $10,629 | $6,446+64.9% | $5,637+88.6% | $6,400+66.1% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |