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 | $79,059 | $105,860-25.3% | $90,749-12.9% | $134,475-41.2% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.7%+10.7pp | 81.2%+5.1pp |
| Annual return | -17.47% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,488 | $3,462+29.6% | $2,921+53.6% | $4,740-5.3% |
| Participant deferral / active EE | $3,006 | $5,216-42.4% | $4,564-34.1% | $6,400-53.0% |
| Admin fee / account holder | $166 | $13,938-98.8% | $8,445-98.0% | $11,426-98.5% |