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 | $14,699 | $82,286-82.1% | $68,791-78.6% | $134,475-89.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.43% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,546 | $3,301-53.1% | $2,655-41.8% | $4,740-67.4% |
| Participant deferral / active EE | $5,571 | $4,739+17.6% | $3,941+41.4% | $6,400-13.0% |
| Admin fee / account holder | $96 | $6,481-98.5% | $4,932-98.1% | $11,426-99.2% |