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 7-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 | $46,770 | $82,286-43.2% | $68,791-32.0% | $134,475-65.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -13.61% | -2.19%-11.4pp | -6.38%-7.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,807 | $3,301+106.2% | $2,655+156.4% | $4,740+43.6% |
| Participant deferral / active EE | $3,302 | $4,739-30.3% | $3,941-16.2% | $6,400-48.4% |
| Admin fee / account holder | $19 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |