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 8-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 | $31,864 | $142,344-77.6% | $119,609-73.4% | $134,475-76.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.85% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,742 | $5,222-66.6% | $4,232-58.8% | $4,740-63.2% |
| Participant deferral / active EE | $3,270 | $6,469-49.5% | $5,602-41.6% | $6,400-48.9% |
| Admin fee / account holder | $287 | $13,584-97.9% | $10,323-97.2% | $11,426-97.5% |