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 | $60,173 | $59,107+1.8% | $86,436-30.4% | $68,494-12.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.05% | -0.23%-18.8pp | 4394.89%-4413.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $6,509 | $2,519+158.4% | $3,769+72.7% | $2,596+150.7% |
| Participant deferral / active EE | $9,979 | $5,901+69.1% | $6,952+43.6% | $4,027+147.8% |
| Admin fee / account holder | $298 | $5,637-94.7% | $6,731-95.6% | $5,403-94.5% |