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 8-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 | $21,952 | $167,307-86.9% | $143,757-84.7% | $134,475-83.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.14% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,066 | $5,619-63.2% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $4,313 | $6,446-33.1% | $5,637-23.5% | $6,400-32.6% |
| Admin fee / account holder | $41 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |