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 4-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 | $23,338 | $73,867-68.4% | $143,757-83.8% | $68,494-65.9% |
| Participation rate | 87.0% | 66.7%+20.3pp | 80.3%+6.6pp | 67.9%+19.1pp |
| Annual return | -16.14% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,200 | $3,184+31.9% | $4,951-15.2% | $2,596+61.8% |
| Participant deferral / active EE | $3,226 | $3,384-4.7% | $5,637-42.8% | $4,027-19.9% |
| Admin fee / account holder | $173 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |