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 | $44,353 | $167,307-73.5% | $143,757-69.1% | $134,475-67.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.91% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,000 | $5,619-46.6% | $4,951-39.4% | $4,740-36.7% |
| Participant deferral / active EE | $14,157 | $6,446+119.6% | $5,637+151.1% | $6,400+121.2% |
| Admin fee / account holder | $280 | $18,088-98.5% | $14,673-98.1% | $11,426-97.5% |