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 | $13,822 | $133,958-89.7% | $112,228-87.7% | $134,475-89.7% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -16.32% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,702 | $4,038-57.9% | $3,635-53.2% | $4,740-64.1% |
| Participant deferral / active EE | $3,026 | $5,291-42.8% | $4,728-36.0% | $6,400-52.7% |
| Admin fee / account holder | $300 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |