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 5-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 | $29,982 | $93,024-67.8% | $77,024-61.1% | $134,475-77.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.11% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,979 | $3,418-42.1% | $2,812-29.6% | $4,740-58.2% |
| Participant deferral / active EE | $5,764 | $5,238+10.0% | $4,426+30.2% | $6,400-9.9% |
| Admin fee / account holder | $299 | $6,944-95.7% | $5,425-94.5% | $11,426-97.4% |