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 | $55,133 | $167,307-67.0% | $143,757-61.6% | $134,475-59.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.13% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $7,881 | $5,619+40.2% | $4,951+59.2% | $4,740+66.3% |
| Participant deferral / active EE | $7,797 | $6,446+21.0% | $5,637+38.3% | $6,400+21.8% |
| Admin fee / account holder | $251 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |