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 | $23,198 | $73,867-68.6% | $143,757-83.9% | $68,494-66.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.15% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $7,534 | $3,184+136.6% | $4,951+52.2% | $2,596+190.2% |
| Participant deferral / active EE | $4,987 | $3,384+47.4% | $5,637-11.5% | $4,027+23.8% |
| Admin fee / account holder | $276 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |