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 | $18,869 | $95,862-80.3% | $79,550-76.3% | $134,475-86.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.80% | -2.69%-16.1pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $13,641 | $3,128+336.1% | $2,413+465.3% | $4,740+187.8% |
| Participant deferral / active EE | $9,794 | $4,693+108.7% | $3,985+145.8% | $6,400+53.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |