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 9-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 | $17,603 | $107,791-83.7% | $90,645-80.6% | $135,375-87.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | -0.90%-7.9pp | 1.88%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $12,291 | $3,018+307.3% | $2,532+385.5% | $4,779+157.2% |
| Participant deferral / active EE | $1,302 | $3,872-66.4% | $3,425-62.0% | $5,609-76.8% |
| Admin fee / account holder | $100 | $5,930-98.3% | $4,994-98.0% | $10,827-99.1% |