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 5-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 | $16,638 | $105,860-84.3% | $90,749-81.7% | $134,475-87.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -18.98% | -11.01%-8.0pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,502 | $3,462-56.6% | $2,921-48.6% | $4,740-68.3% |
| Participant deferral / active EE | $1,748 | $5,216-66.5% | $4,564-61.7% | $6,400-72.7% |
| Admin fee / account holder | $101 | $13,938-99.3% | $8,445-98.8% | $11,426-99.1% |