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 | $38,883 | $142,344-72.7% | $119,609-67.5% | $134,475-71.1% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -18.61% | -12.44%-6.2pp | -14.97%-3.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,375 | $5,222-54.5% | $4,232-43.9% | $4,740-49.9% |
| Participant deferral / active EE | $5,150 | $6,469-20.4% | $5,602-8.1% | $6,400-19.5% |
| Admin fee / account holder | $13 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |