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 6-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 | $30,917 | $133,958-76.9% | $112,228-72.5% | $134,475-77.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -6.81% | 47.11%-53.9pp | 27.45%-34.3pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,864 | $4,038-4.3% | $3,635+6.3% | $4,740-18.5% |
| Participant deferral / active EE | $5,953 | $5,291+12.5% | $4,728+25.9% | $6,400-7.0% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |