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 | $14,715 | $93,024-84.2% | $77,024-80.9% | $134,475-89.1% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -10.54% | 62.60%-73.1pp | 42.32%-52.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,804 | $3,418-18.0% | $2,812-0.3% | $4,740-40.8% |
| Participant deferral / active EE | $1,905 | $5,238-63.6% | $4,426-57.0% | $6,400-70.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |