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 | $36,628 | $133,958-72.7% | $112,228-67.4% | $134,475-72.8% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -20.48% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,240 | $4,038-44.5% | $3,635-38.4% | $4,740-52.7% |
| Participant deferral / active EE | $4,373 | $5,291-17.3% | $4,728-7.5% | $6,400-31.7% |
| Admin fee / account holder | $114 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |