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 7-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 | $18,052 | $82,286-78.1% | $68,791-73.8% | $134,475-86.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.41% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,927 | $3,301+49.3% | $2,655+85.6% | $4,740+4.0% |
| Participant deferral / active EE | $2,009 | $4,739-57.6% | $3,941-49.0% | $6,400-68.6% |
| Admin fee / account holder | $107 | $6,481-98.3% | $4,932-97.8% | $11,426-99.1% |