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 6-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 | $39,918 | $167,307-76.1% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -19.41% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,980 | $5,619-47.0% | $4,951-39.8% | $4,740-37.1% |
| Participant deferral / active EE | $4,182 | $6,446-35.1% | $5,637-25.8% | $6,400-34.7% |
| Admin fee / account holder | $169 | $18,088-99.1% | $14,673-98.8% | $11,426-98.5% |