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 8-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 | $17,929 | $93,024-80.7% | $77,024-76.7% | $134,475-86.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.18% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,793 | $3,418-18.3% | $2,812-0.7% | $4,740-41.1% |
| Participant deferral / active EE | $5,586 | $5,238+6.6% | $4,426+26.2% | $6,400-12.7% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |