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 | $13,775 | $73,867-81.4% | $143,757-90.4% | $68,494-79.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.82% | 1.01%-12.8pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,553 | $3,184+11.6% | $4,951-28.2% | $2,596+36.8% |
| Participant deferral / active EE | $2,715 | $3,384-19.8% | $5,637-51.8% | $4,027-32.6% |
| Admin fee / account holder | $61 | $5,755-98.9% | $14,673-99.6% | $5,403-98.9% |