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 | $34,701 | $95,862-63.8% | $79,550-56.4% | $134,475-74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.31% | -2.69%-15.6pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,223 | $3,128-60.9% | $2,413-49.3% | $4,740-74.2% |
| Participant deferral / active EE | $1,650 | $4,693-64.8% | $3,985-58.6% | $6,400-74.2% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |