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 | $51,709 | $95,862-46.1% | $79,550-35.0% | $134,475-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.18% | -2.69%-7.5pp | 0.16%-10.3pp | 417.96%-428.1pp |
| Employer contribution / active EE | $10,960 | $3,128+250.4% | $2,413+354.2% | $4,740+131.2% |
| Participant deferral / active EE | $5,125 | $4,693+9.2% | $3,985+28.6% | $6,400-19.9% |
| Admin fee / account holder | $175 | $9,126-98.1% | $6,832-97.4% | $11,426-98.5% |