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 | $51,886 | $95,862-45.9% | $79,550-34.8% | $134,475-61.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.64% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,463 | $3,128+106.6% | $2,413+167.8% | $4,740+36.4% |
| Participant deferral / active EE | $7,777 | $4,693+65.7% | $3,985+95.2% | $6,400+21.5% |
| Admin fee / account holder | $227 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |