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 9-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 | $72,977 | $100,754-27.6% | $86,677-15.8% | $134,475-45.7% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -7.85% | 29.04%-36.9pp | 35.91%-43.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,514 | $3,489-56.6% | $2,836-46.6% | $4,740-68.1% |
| Participant deferral / active EE | $8,041 | $5,338+50.6% | $4,656+72.7% | $6,400+25.6% |
| Admin fee / account holder | $256 | $10,926-97.7% | $7,493-96.6% | $11,426-97.8% |