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 | $35,049 | $142,344-75.4% | $119,609-70.7% | $134,475-73.9% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -17.90% | -12.44%-5.5pp | -14.97%-2.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,729 | $5,222-47.7% | $4,232-35.5% | $4,740-42.4% |
| Participant deferral / active EE | $5,690 | $6,469-12.0% | $5,602+1.6% | $6,400-11.1% |
| Admin fee / account holder | $75 | $13,584-99.4% | $10,323-99.3% | $11,426-99.3% |