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 4-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 | $11,671 | $152,509-92.3% | $117,472-90.1% | $134,475-91.3% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -13.55% | 52.99%-66.5pp | 29.74%-43.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $614 | $5,571-89.0% | $4,176-85.3% | $4,740-87.1% |
| Participant deferral / active EE | $1,233 | $4,818-74.4% | $4,070-69.7% | $6,400-80.7% |
| Admin fee / account holder | $163 | $7,004-97.7% | $5,645-97.1% | $11,426-98.6% |