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 6-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 | $38,043 | $81,900-53.5% | $119,609-68.2% | $68,494-44.5% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,620 | $2,693-2.7% | $4,232-38.1% | $2,596+0.9% |
| Participant deferral / active EE | $5,559 | $4,148+34.0% | $5,602-0.8% | $4,027+38.0% |
| Admin fee / account holder | $1 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |