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 4-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 | $20,159 | $82,664-75.6% | $125,339-83.9% | $68,494-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.09% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,148 | $3,381-6.9% | $4,814-34.6% | $2,596+21.3% |
| Participant deferral / active EE | $7,435 | $6,110+21.7% | $7,446-0.2% | $4,027+84.6% |
| Admin fee / account holder | $86 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |