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 | $22,038 | $57,354-61.6% | $83,848-73.7% | $64,186-65.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.05% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,589 | $2,545+1.7% | $3,631-28.7% | $2,381+8.7% |
| Participant deferral / active EE | $6,249 | $2,993+108.8% | $4,082+53.1% | $3,470+80.1% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |