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 | $73,988 | $92,222-19.8% | $76,768-3.6% | $135,375-45.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -8.47% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,600 | $3,216-50.2% | $2,485-35.6% | $4,779-66.5% |
| Participant deferral / active EE | $5,482 | $4,509+21.6% | $3,852+42.3% | $5,609-2.3% |
| Admin fee / account holder | $198 | $10,748-98.2% | $6,675-97.0% | $10,827-98.2% |