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 9-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 | $28,776 | $54,229-46.9% | $70,092-58.9% | $68,494-58.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 4.19% | -13.87%+18.1pp | 190.73%-186.5pp | -7.84%+12.0pp |
| Employer contribution / active EE | $2,396 | $2,018+18.7% | $2,559-6.4% | $2,596-7.7% |
| Participant deferral / active EE | $5,046 | $2,956+70.7% | $3,849+31.1% | $4,027+25.3% |
| Admin fee / account holder | $257 | $4,694-94.5% | $6,267-95.9% | $5,403-95.2% |