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 | $45,488 | $69,518-34.6% | $59,878-24.0% | $135,375-66.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.31% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,048 | $4,206+43.8% | $3,402+77.8% | $5,609+7.8% |
| Admin fee / account holder | $264 | $5,734-95.4% | $3,590-92.7% | $10,827-97.6% |