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 | $75,468 | $69,010+9.4% | $159,960-52.8% | $68,494+10.2% |
| Participation rate | 77.5% | 65.4%+12.1pp | 78.0%-0.5pp | 67.9%+9.6pp |
| Annual return | -18.67% | -9.65%-9.0pp | 408.60%-427.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,070 | $2,213+83.9% | $4,226-3.7% | $2,596+56.7% |
| Participant deferral / active EE | $7,385 | $4,212+75.3% | $6,182+19.5% | $4,027+83.4% |
| Admin fee / account holder | $88 | $4,798-98.2% | $8,698-99.0% | $5,403-98.4% |