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 9-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 | $38,447 | $82,286-53.3% | $68,791-44.1% | $134,475-71.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.96% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,577 | $3,301-52.2% | $2,655-40.6% | $4,740-66.7% |
| Participant deferral / active EE | $3,475 | $4,739-26.7% | $3,941-11.8% | $6,400-45.7% |
| Admin fee / account holder | $101 | $6,481-98.4% | $4,932-98.0% | $11,426-99.1% |