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 7-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 | $36,844 | $56,357-34.6% | $104,294-64.7% | $68,494-46.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.79% | -9.19%-5.6pp | 24.61%-39.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,445 | $1,960+24.8% | $3,372-27.5% | $2,596-5.8% |
| Participant deferral / active EE | $4,002 | $3,077+30.0% | $4,625-13.5% | $4,027-0.6% |
| Admin fee / account holder | $80 | $4,903-98.4% | $7,339-98.9% | $5,403-98.5% |