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 | $33,685 | $77,813-56.7% | $123,544-72.7% | $64,186-47.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.96% | 12.48%-20.4pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,640 | $3,014-12.4% | $4,628-43.0% | $2,381+10.9% |
| Participant deferral / active EE | $9,797 | $5,240+87.0% | $6,426+52.5% | $3,470+182.4% |
| Admin fee / account holder | $205 | $5,519-96.3% | $9,284-97.8% | $4,888-95.8% |