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 | $50,971 | $90,519-43.7% | $93,789-45.7% | $134,475-62.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.32% | -15.72%-3.6pp | -11.33%-8.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,802 | $4,343-58.5% | $4,323-58.3% | $4,740-62.0% |
| Participant deferral / active EE | $3,546 | $5,978-40.7% | $6,094-41.8% | $6,400-44.6% |
| Admin fee / account holder | $172 | $9,252-98.1% | $7,195-97.6% | $11,426-98.5% |