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 | $39,302 | $42,894-8.4% | $60,874-35.4% | $68,494-42.6% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -18.43% | -13.98%-4.5pp | 16.90%-35.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,330 | $1,978-32.8% | $2,701-50.8% | $2,596-48.8% |
| Participant deferral / active EE | $2,381 | $2,867-16.9% | $3,817-37.6% | $4,027-40.9% |
| Admin fee / account holder | $115 | $3,101-96.3% | $3,224-96.4% | $5,403-97.9% |