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 | $31,688 | $167,307-81.1% | $143,757-78.0% | $134,475-76.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -18.47% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,331 | $5,619-76.3% | $4,951-73.1% | $4,740-71.9% |
| Participant deferral / active EE | $3,217 | $6,446-50.1% | $5,637-42.9% | $6,400-49.7% |
| Admin fee / account holder | $37 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |