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 | $35,002 | $95,862-63.5% | $79,550-56.0% | $134,475-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.21% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,811 | $3,128-42.1% | $2,413-25.0% | $4,740-61.8% |
| Participant deferral / active EE | $3,981 | $4,693-15.2% | $3,985-0.1% | $6,400-37.8% |
| Admin fee / account holder | $182 | $9,126-98.0% | $6,832-97.3% | $11,426-98.4% |