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 8-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 | $29,159 | $82,286-64.6% | $68,791-57.6% | $134,475-78.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.03% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,238 | $3,301-1.9% | $2,655+21.9% | $4,740-31.7% |
| Participant deferral / active EE | $7,354 | $4,739+55.2% | $3,941+86.6% | $6,400+14.9% |
| Admin fee / account holder | $78 | $6,481-98.8% | $4,932-98.4% | $11,426-99.3% |