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 | $35,808 | $64,707-44.7% | $112,228-68.1% | $68,494-47.7% |
| Participation rate | 94.2% | 67.2%+27.1pp | 75.1%+19.1pp | 67.9%+26.3pp |
| Annual return | -3.45% | -11.40%+8.0pp | 27.45%-30.9pp | -7.84%+4.4pp |
| Employer contribution / active EE | $6,963 | $2,746+153.6% | $3,635+91.6% | $2,596+168.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | -$561 | $5,232-110.7% | $6,410-108.8% | $5,403-110.4% |