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 | $27,482 | $167,307-83.6% | $143,757-80.9% | $134,475-79.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.58% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,264 | $5,619-77.5% | $4,951-74.5% | $4,740-73.3% |
| Participant deferral / active EE | $5,575 | $6,446-13.5% | $5,637-1.1% | $6,400-12.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |