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 | $16,597 | $73,867-77.5% | $143,757-88.5% | $68,494-75.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.95% | 1.01%-10.0pp | -0.04%-8.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $2,263 | $3,184-28.9% | $4,951-54.3% | $2,596-12.9% |
| Participant deferral / active EE | $3,671 | $3,384+8.5% | $5,637-34.9% | $4,027-8.9% |
| Admin fee / account holder | $185 | $5,755-96.8% | $14,673-98.7% | $5,403-96.6% |