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 9-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 | $40,194 | $190,805-78.9% | $159,960-74.9% | $134,475-70.1% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.08% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,831 | $4,995-43.3% | $4,226-33.0% | $4,740-40.3% |
| Participant deferral / active EE | $3,999 | $6,923-42.2% | $6,182-35.3% | $6,400-37.5% |
| Admin fee / account holder | $37 | $10,471-99.6% | $8,698-99.6% | $11,426-99.7% |