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 8-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 | $24,424 | $95,862-74.5% | $79,550-69.3% | $134,475-81.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -10.99% | -2.69%-8.3pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $4,188 | $3,128+33.9% | $2,413+73.5% | $4,740-11.6% |
| Participant deferral / active EE | $5,167 | $4,693+10.1% | $3,985+29.6% | $6,400-19.3% |
| Admin fee / account holder | $165 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |