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 | $21,471 | $82,286-73.9% | $68,791-68.8% | $134,475-84.0% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -16.60% | -2.19%-14.4pp | -6.38%-10.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,506 | $3,301-54.4% | $2,655-43.3% | $4,740-68.2% |
| Participant deferral / active EE | $5,868 | $4,739+23.8% | $3,941+48.9% | $6,400-8.3% |
| Admin fee / account holder | $268 | $6,481-95.9% | $4,932-94.6% | $11,426-97.7% |