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 | $132,976 | $167,307-20.5% | $143,757-7.5% | $134,475-1.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.56% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $8,030 | $5,619+42.9% | $4,951+62.2% | $4,740+69.4% |
| Participant deferral / active EE | $5,795 | $6,446-10.1% | $5,637+2.8% | $6,400-9.4% |
| Admin fee / account holder | $261 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |