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 | $18,108 | $105,860-82.9% | $90,749-80.0% | $134,475-86.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.35% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,397 | $3,462+27.0% | $2,921+50.5% | $4,740-7.2% |
| Participant deferral / active EE | $7,869 | $5,216+50.9% | $4,564+72.4% | $6,400+23.0% |
| Admin fee / account holder | $29 | $13,938-99.8% | $8,445-99.7% | $11,426-99.7% |