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 | $28,544 | $95,862-70.2% | $79,550-64.1% | $134,475-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.77% | -2.69%-11.1pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,937 | $3,128-6.1% | $2,413+21.7% | $4,740-38.0% |
| Participant deferral / active EE | $4,094 | $4,693-12.8% | $3,985+2.7% | $6,400-36.0% |
| Admin fee / account holder | $18 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |