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 | $20,946 | $59,805-65.0% | $79,550-73.7% | $68,494-69.4% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.5%+21.9pp | 67.9%+23.5pp |
| Annual return | -4.05% | -12.30%+8.3pp | 0.16%-4.2pp | -7.84%+3.8pp |
| Employer contribution / active EE | $1,529 | $1,505+1.6% | $2,413-36.6% | $2,596-41.1% |
| Participant deferral / active EE | $4,600 | $3,024+52.1% | $3,985+15.4% | $4,027+14.2% |
| Admin fee / account holder | $129 | $4,835-97.3% | $6,832-98.1% | $5,403-97.6% |