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 | $18,395 | $82,664-77.7% | $125,339-85.3% | $68,494-73.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.45% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,247 | $3,381-4.0% | $4,814-32.5% | $2,596+25.1% |
| Participant deferral / active EE | $4,584 | $6,110-25.0% | $7,446-38.4% | $4,027+13.8% |
| Admin fee / account holder | $231 | $6,275-96.3% | $10,010-97.7% | $5,403-95.7% |