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 6-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 | $23,866 | $95,862-75.1% | $79,550-70.0% | $134,475-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.14% | -2.69%-4.5pp | 0.16%-7.3pp | 417.96%-425.1pp |
| Employer contribution / active EE | $4,749 | $3,128+51.8% | $2,413+96.8% | $4,740+0.2% |
| Participant deferral / active EE | $6,314 | $4,693+34.5% | $3,985+58.4% | $6,400-1.3% |
| Admin fee / account holder | $28 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |