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 | $44,211 | $167,307-73.6% | $143,757-69.2% | $134,475-67.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,375 | $5,619-39.9% | $4,951-31.8% | $4,740-28.8% |
| Participant deferral / active EE | $6,063 | $6,446-5.9% | $5,637+7.6% | $6,400-5.3% |
| Admin fee / account holder | $244 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |