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 | $63,433 | $127,100-50.1% | $105,738-40.0% | $135,375-53.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 76.3%+16.0pp | 82.6%+9.7pp |
| Annual return | -7.93% | 4.49%-12.4pp | 6.27%-14.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,749 | $4,107-8.7% | $3,268+14.7% | $4,779-21.5% |
| Participant deferral / active EE | $7,414 | $5,064+46.4% | $4,080+81.7% | $5,609+32.2% |
| Admin fee / account holder | $251 | $9,087-97.2% | $6,913-96.4% | $10,827-97.7% |