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 | $27,666 | $73,867-62.5% | $143,757-80.8% | $68,494-59.6% |
| Participation rate | 91.8% | 66.7%+25.2pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,074 | $3,184-34.9% | $4,951-58.1% | $2,596-20.1% |
| Participant deferral / active EE | $2,558 | $3,384-24.4% | $5,637-54.6% | $4,027-36.5% |
| Admin fee / account holder | $46 | $5,755-99.2% | $14,673-99.7% | $5,403-99.1% |