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 7-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 | $30,513 | $133,958-77.2% | $112,228-72.8% | $134,475-77.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -18.68% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,460 | $4,038-63.8% | $3,635-59.8% | $4,740-69.2% |
| Participant deferral / active EE | $5,966 | $5,291+12.8% | $4,728+26.2% | $6,400-6.8% |
| Admin fee / account holder | $217 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |