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 | $15,124 | $73,867-79.5% | $143,757-89.5% | $68,494-77.9% |
| Participation rate | 73.5% | 66.7%+6.8pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | -18.68% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,818 | $3,184-42.9% | $4,951-63.3% | $2,596-30.0% |
| Participant deferral / active EE | $1,537 | $3,384-54.6% | $5,637-72.7% | $4,027-61.8% |
| Admin fee / account holder | $42 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |