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 | $35,474 | $95,862-63.0% | $79,550-55.4% | $134,475-73.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.51% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $16,654 | $3,128+432.4% | $2,413+590.1% | $4,740+251.4% |
| Participant deferral / active EE | $7,267 | $4,693+54.8% | $3,985+82.3% | $6,400+13.5% |
| Admin fee / account holder | $279 | $9,126-96.9% | $6,832-95.9% | $11,426-97.6% |