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 8-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 | $39,264 | $82,286-52.3% | $68,791-42.9% | $134,475-70.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -18.52% | -2.19%-16.3pp | -6.38%-12.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,560 | $3,301-52.7% | $2,655-41.2% | $4,740-67.1% |
| Participant deferral / active EE | $1,560 | $4,739-67.1% | $3,941-60.4% | $6,400-75.6% |
| Admin fee / account holder | $174 | $6,481-97.3% | $4,932-96.5% | $11,426-98.5% |