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 | $37,427 | $95,862-61.0% | $79,550-53.0% | $134,475-72.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.88% | -2.69%-17.2pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,660 | $3,128-46.9% | $2,413-31.2% | $4,740-65.0% |
| Participant deferral / active EE | $4,908 | $4,693+4.6% | $3,985+23.1% | $6,400-23.3% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |