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 7-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 | $36,739 | $82,286-55.4% | $68,791-46.6% | $134,475-72.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -17.04% | -2.19%-14.8pp | -6.38%-10.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,195 | $3,301-3.2% | $2,655+20.3% | $4,740-32.6% |
| Participant deferral / active EE | $8,018 | $4,739+69.2% | $3,941+103.4% | $6,400+25.3% |
| Admin fee / account holder | $218 | $6,481-96.6% | $4,932-95.6% | $11,426-98.1% |