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 | $30,303 | $167,307-81.9% | $143,757-78.9% | $134,475-77.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -11.53% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,560 | $5,619-72.2% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $6,291 | $6,446-2.4% | $5,637+11.6% | $6,400-1.7% |
| Admin fee / account holder | $239 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |