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 | $24,931 | $59,805-58.3% | $79,550-68.7% | $68,494-63.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.79% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,067 | $1,505+303.2% | $2,413+151.4% | $2,596+133.7% |
| Participant deferral / active EE | $2,903 | $3,024-4.0% | $3,985-27.1% | $4,027-27.9% |
| Admin fee / account holder | $10 | $4,835-99.8% | $6,832-99.8% | $5,403-99.8% |