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 | $64,321 | $142,344-54.8% | $119,609-46.2% | $134,475-52.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -17.24% | -12.44%-4.8pp | -14.97%-2.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,852 | $5,222-45.4% | $4,232-32.6% | $4,740-39.8% |
| Participant deferral / active EE | $9,960 | $6,469+54.0% | $5,602+77.8% | $6,400+55.6% |
| Admin fee / account holder | $97 | $13,584-99.3% | $10,323-99.1% | $11,426-99.2% |