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 | $9,976 | $82,286-87.9% | $68,791-85.5% | $134,475-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.30% | -2.19%-17.1pp | -6.38%-12.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,606 | $3,301-21.0% | $2,655-1.8% | $4,740-45.0% |
| Participant deferral / active EE | $2,606 | $4,739-45.0% | $3,941-33.9% | $6,400-59.3% |
| Admin fee / account holder | $17 | $6,481-99.7% | $4,932-99.7% | $11,426-99.8% |