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 | $81,710 | $82,286-0.7% | $68,791+18.8% | $134,475-39.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -19.02% | -2.19%-16.8pp | -6.38%-12.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,613 | $3,301-51.1% | $2,655-39.2% | $4,740-66.0% |
| Participant deferral / active EE | $8,204 | $4,739+73.1% | $3,941+108.2% | $6,400+28.2% |
| Admin fee / account holder | $12 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |