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 8-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 | $23,254 | $90,519-74.3% | $93,789-75.2% | $134,475-82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.53% | -15.72%-1.8pp | -11.33%-6.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,259 | $4,343-48.0% | $4,323-47.7% | $4,740-52.3% |
| Participant deferral / active EE | $4,164 | $5,978-30.3% | $6,094-31.7% | $6,400-34.9% |
| Admin fee / account holder | $47 | $9,252-99.5% | $7,195-99.4% | $11,426-99.6% |