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 | $32,169 | $167,307-80.8% | $143,757-77.6% | $134,475-76.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.50% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,387 | $5,619-39.7% | $4,951-31.6% | $4,740-28.5% |
| Participant deferral / active EE | $7,481 | $6,446+16.1% | $5,637+32.7% | $6,400+16.9% |
| Admin fee / account holder | $250 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |