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 | $43,898 | $90,519-51.5% | $93,789-53.2% | $134,475-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.02% | -15.72%-2.3pp | -11.33%-6.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,023 | $4,343+38.7% | $4,323+39.3% | $4,740+27.1% |
| Participant deferral / active EE | $3,467 | $5,978-42.0% | $6,094-43.1% | $6,400-45.8% |
| Admin fee / account holder | $155 | $9,252-98.3% | $7,195-97.8% | $11,426-98.6% |