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 | $17,644 | $95,862-81.6% | $79,550-77.8% | $134,475-86.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -19.59% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,099 | $3,128-0.9% | $2,413+28.4% | $4,740-34.6% |
| Participant deferral / active EE | $6,544 | $4,693+39.4% | $3,985+64.2% | $6,400+2.2% |
| Admin fee / account holder | $26 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |