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 | $12,453 | $73,867-83.1% | $143,757-91.3% | $68,494-81.8% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -9.92% | 1.01%-10.9pp | -0.04%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $3,379 | $3,184+6.1% | $4,951-31.8% | $2,596+30.1% |
| Participant deferral / active EE | $2,700 | $3,384-20.2% | $5,637-52.1% | $4,027-33.0% |
| Admin fee / account holder | $88 | $5,755-98.5% | $14,673-99.4% | $5,403-98.4% |