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 7-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 | $23,788 | $82,286-71.1% | $68,791-65.4% | $134,475-82.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.20% | -2.19%-5.0pp | -6.38%-0.8pp | 417.96%-425.2pp |
| Employer contribution / active EE | $3,054 | $3,301-7.5% | $2,655+15.0% | $4,740-35.6% |
| Participant deferral / active EE | $4,896 | $4,739+3.3% | $3,941+24.2% | $6,400-23.5% |
| Admin fee / account holder | $119 | $6,481-98.2% | $4,932-97.6% | $11,426-99.0% |