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 6-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 | $31,556 | $91,538-65.5% | $129,995-75.7% | $75,163-58.0% |
| Participation rate | 70.4% | 71.4%-1.1pp | 78.5%-8.1pp | 67.2%+3.2pp |
| Annual return | 25.38% | -631.11%+656.5pp | -137.18%+162.6pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,979 | $2,845+4.7% | $4,320-31.0% | $2,670+11.6% |
| Participant deferral / active EE | $2,584 | $4,341-40.5% | $5,820-55.6% | $4,125-37.3% |
| Admin fee / account holder | $34 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |