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 | $21,828 | $95,862-77.2% | $79,550-72.6% | $134,475-83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.45% | -2.69%-16.8pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $8,543 | $3,128+173.1% | $2,413+254.0% | $4,740+80.3% |
| Participant deferral / active EE | $5,984 | $4,693+27.5% | $3,985+50.2% | $6,400-6.5% |
| Admin fee / account holder | $263 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |