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 | $29,151 | $95,193-69.4% | $76,523-61.9% | $135,375-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.12% | 4.85%-9.0pp | -0.27%-3.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,875 | $3,302-12.9% | $2,647+8.6% | $4,779-39.8% |
| Participant deferral / active EE | $3,814 | $4,639-17.8% | $3,835-0.6% | $5,609-32.0% |
| Admin fee / account holder | $17 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |