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 | $10,685 | $95,862-88.9% | $79,550-86.6% | $134,475-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.36% | -2.69%-17.7pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,518 | $3,128-51.5% | $2,413-37.1% | $4,740-68.0% |
| Participant deferral / active EE | $2,982 | $4,693-36.5% | $3,985-25.2% | $6,400-53.4% |
| Admin fee / account holder | $182 | $9,126-98.0% | $6,832-97.3% | $11,426-98.4% |