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 | $18,162 | $95,862-81.1% | $79,550-77.2% | $134,475-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.76% | -2.69%-12.1pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,681 | $3,128+81.6% | $2,413+135.4% | $4,740+19.9% |
| Participant deferral / active EE | $1,919 | $4,693-59.1% | $3,985-51.8% | $6,400-70.0% |
| Admin fee / account holder | $129 | $9,126-98.6% | $6,832-98.1% | $11,426-98.9% |