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 7-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 | $25,946 | $95,862-72.9% | $79,550-67.4% | $134,475-80.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.22% | -2.69%-15.5pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,954 | $3,128-37.5% | $2,413-19.0% | $4,740-58.8% |
| Participant deferral / active EE | $8,263 | $4,693+76.1% | $3,985+107.3% | $6,400+29.1% |
| Admin fee / account holder | $173 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |