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 5-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 | $21,904 | $95,862-77.2% | $79,550-72.5% | $134,475-83.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.83% | -2.69%-6.1pp | 0.16%-9.0pp | 417.96%-426.8pp |
| Employer contribution / active EE | $7,957 | $3,128+154.4% | $2,413+229.8% | $4,740+67.9% |
| Participant deferral / active EE | $5,522 | $4,693+17.7% | $3,985+38.6% | $6,400-13.7% |
| Admin fee / account holder | $101 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |