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 9-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 | $15,565 | $76,000-79.5% | $154,107-89.9% | $64,186-75.8% |
| Participation rate | 86.0% | 70.4%+15.6pp | 83.0%+3.0pp | 69.6%+16.5pp |
| Annual return | -4.71% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,432 | $3,351+32.3% | $5,298-16.3% | $2,381+86.2% |
| Participant deferral / active EE | $3,834 | $3,175+20.7% | $5,081-24.5% | $3,470+10.5% |
| Admin fee / account holder | $156 | $5,596-97.2% | $13,411-98.8% | $4,888-96.8% |