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 | $71,765 | $167,484-57.2% | $151,611-52.7% | $134,475-46.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -17.48% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,254 | $6,829-52.3% | $6,166-47.2% | $4,740-31.3% |
| Participant deferral / active EE | $10,156 | $8,986+13.0% | $8,363+21.4% | $6,400+58.7% |
| Admin fee / account holder | $3 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |