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 | $28,695 | $100,754-71.5% | $86,677-66.9% | $134,475-78.7% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -18.83% | 29.04%-47.9pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,142 | $3,489-38.6% | $2,836-24.5% | $4,740-54.8% |
| Participant deferral / active EE | $4,649 | $5,338-12.9% | $4,656-0.1% | $6,400-27.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |