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 | $20,828 | $73,867-71.8% | $143,757-85.5% | $68,494-69.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.21% | 1.01%-9.2pp | -0.04%-8.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $5,834 | $3,184+83.2% | $4,951+17.8% | $2,596+124.7% |
| Participant deferral / active EE | $3,098 | $3,384-8.5% | $5,637-45.0% | $4,027-23.1% |
| Admin fee / account holder | $218 | $5,755-96.2% | $14,673-98.5% | $5,403-96.0% |