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 10-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 | $17,907 | $95,862-81.3% | $79,550-77.5% | $134,475-86.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.29% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,304 | $3,128+5.6% | $2,413+36.9% | $4,740-30.3% |
| Participant deferral / active EE | $2,337 | $4,693-50.2% | $3,985-41.3% | $6,400-63.5% |
| Admin fee / account holder | $69 | $9,126-99.2% | $6,832-99.0% | $11,426-99.4% |