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 | $24,236 | $45,863-47.2% | $77,024-68.5% | $68,494-64.6% |
| Participation rate | 70.6% | 55.9%+14.7pp | 67.9%+2.7pp | 67.9%+2.7pp |
| Annual return | -18.32% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,069 | $1,650+86.0% | $2,812+9.1% | $2,596+18.2% |
| Participant deferral / active EE | $5,928 | $2,962+100.1% | $4,426+33.9% | $4,027+47.2% |
| Admin fee / account holder | $137 | $3,041-95.5% | $5,425-97.5% | $5,403-97.5% |