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 | $28,815 | $54,726-47.3% | $68,793-58.1% | $64,186-55.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.79% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,205 | $1,846+19.4% | $2,625-16.0% | $2,381-7.4% |
| Participant deferral / active EE | $3,960 | $2,626+50.8% | $3,311+19.6% | $3,470+14.1% |
| Admin fee / account holder | $16 | $4,027-99.6% | $5,131-99.7% | $4,888-99.7% |