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 | $66,126 | $85,790-22.9% | $67,313-1.8% | $135,375-51.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -4.02% | -0.54%-3.5pp | -4.08%+0.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,967 | $3,487-43.6% | $2,566-23.3% | $4,779-58.8% |
| Participant deferral / active EE | $2,834 | $4,651-39.1% | $3,568-20.6% | $5,609-49.5% |
| Admin fee / account holder | $56 | $6,392-99.1% | $4,507-98.8% | $10,827-99.5% |