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 | $30,707 | $97,044-68.4% | $83,333-63.2% | $135,375-77.3% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -6.16% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,140 | $4,143-48.4% | $3,379-36.7% | $4,779-55.2% |
| Participant deferral / active EE | $3,370 | $5,964-43.5% | $5,565-39.4% | $5,609-39.9% |
| Admin fee / account holder | $129 | $8,380-98.5% | $7,510-98.3% | $10,827-98.8% |