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 | $40,758 | $175,600-76.8% | $129,110-68.4% | $134,475-69.7% |
| Participation rate | 86.7% | 81.6%+5.1pp | 77.3%+9.4pp | 81.2%+5.4pp |
| Annual return | -8.26% | -11.39%+3.1pp | -10.94%+2.7pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,973 | $6,355-53.2% | $5,052-41.1% | $4,740-37.3% |
| Participant deferral / active EE | $7,694 | $7,975-3.5% | $6,542+17.6% | $6,400+20.2% |
| Admin fee / account holder | $55 | $23,567-99.8% | $14,302-99.6% | $11,426-99.5% |