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 | $41,456 | $95,862-56.8% | $79,550-47.9% | $134,475-69.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.12% | -2.69%-7.4pp | 0.16%-10.3pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,672 | $3,128-14.6% | $2,413+10.7% | $4,740-43.6% |
| Participant deferral / active EE | $7,965 | $4,693+69.7% | $3,985+99.9% | $6,400+24.5% |
| Admin fee / account holder | $269 | $9,126-97.1% | $6,832-96.1% | $11,426-97.6% |