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 | $18,295 | $73,867-75.2% | $143,757-87.3% | $68,494-73.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.78% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,849 | $3,184-41.9% | $4,951-62.7% | $2,596-28.8% |
| Participant deferral / active EE | $2,340 | $3,384-30.8% | $5,637-58.5% | $4,027-41.9% |
| Admin fee / account holder | $188 | $5,755-96.7% | $14,673-98.7% | $5,403-96.5% |