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 | $26,478 | $82,286-67.8% | $68,791-61.5% | $134,475-80.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.0%+20.4pp | 81.2%+8.3pp |
| Annual return | -19.37% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,569 | $3,301+8.1% | $2,655+34.4% | $4,740-24.7% |
| Participant deferral / active EE | $7,162 | $4,739+51.2% | $3,941+81.7% | $6,400+11.9% |
| Admin fee / account holder | $102 | $6,481-98.4% | $4,932-97.9% | $11,426-99.1% |