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 5-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 | $12,864 | $67,331-80.9% | $60,874-78.9% | $134,475-90.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -20.11% | 49.93%-70.0pp | 16.90%-37.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,743 | $3,096-11.4% | $2,701+1.5% | $4,740-42.1% |
| Participant deferral / active EE | $4,111 | $4,538-9.4% | $3,817+7.7% | $6,400-35.8% |
| Admin fee / account holder | $245 | $4,582-94.6% | $3,224-92.4% | $11,426-97.9% |