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 | $16,739 | $152,509-89.0% | $117,472-85.8% | $134,475-87.6% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -20.22% | 52.99%-73.2pp | 29.74%-50.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,994 | $5,571-64.2% | $4,176-52.2% | $4,740-57.9% |
| Participant deferral / active EE | $3,662 | $4,818-24.0% | $4,070-10.0% | $6,400-42.8% |
| Admin fee / account holder | $80 | $7,004-98.9% | $5,645-98.6% | $11,426-99.3% |