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 | $20,166 | $95,862-79.0% | $79,550-74.6% | $134,475-85.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.95% | -2.69%-8.3pp | 0.16%-11.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $5,399 | $3,128+72.6% | $2,413+123.8% | $4,740+13.9% |
| Participant deferral / active EE | $3,462 | $4,693-26.2% | $3,985-13.1% | $6,400-45.9% |
| Admin fee / account holder | $31 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |