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 | $16,441 | $129,942-87.3% | $104,294-84.2% | $134,475-87.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -19.17% | 42.03%-61.2pp | 24.61%-43.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,111 | $4,184-49.5% | $3,372-37.4% | $4,740-55.5% |
| Participant deferral / active EE | $2,671 | $5,588-52.2% | $4,625-42.3% | $6,400-58.3% |
| Admin fee / account holder | $158 | $9,323-98.3% | $7,339-97.8% | $11,426-98.6% |