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 9-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 | $27,046 | $57,354-52.8% | $83,848-67.7% | $64,186-57.9% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.2pp | 69.6%+14.8pp |
| Annual return | -4.10% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,713 | $2,545-32.7% | $3,631-52.8% | $2,381-28.1% |
| Participant deferral / active EE | $5,020 | $2,993+67.7% | $4,082+23.0% | $3,470+44.7% |
| Admin fee / account holder | $159 | $4,046-96.1% | $5,478-97.1% | $4,888-96.7% |