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 6-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 | $7,504 | $45,863-83.6% | $77,024-90.3% | $68,494-89.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.91% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,566 | $1,650-5.0% | $2,812-44.3% | $2,596-39.7% |
| Participant deferral / active EE | $774 | $2,962-73.9% | $4,426-82.5% | $4,027-80.8% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |