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 | $8,086 | $93,024-91.3% | $77,024-89.5% | $134,475-94.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.74% | 62.60%-80.3pp | 42.32%-60.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,755 | $3,418-19.4% | $2,812-2.0% | $4,740-41.9% |
| Participant deferral / active EE | $4,357 | $5,238-16.8% | $4,426-1.6% | $6,400-31.9% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |