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 5-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 | $17,870 | $105,860-83.1% | $90,749-80.3% | $134,475-86.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.22% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,168 | $3,462+107.0% | $2,921+145.4% | $4,740+51.2% |
| Participant deferral / active EE | $4,132 | $5,216-20.8% | $4,564-9.5% | $6,400-35.4% |
| Admin fee / account holder | $4 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |