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 10-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 | $41,868 | $167,307-75.0% | $143,757-70.9% | $134,475-68.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,598 | $5,619-53.8% | $4,951-47.5% | $4,740-45.2% |
| Participant deferral / active EE | $3,866 | $6,446-40.0% | $5,637-31.4% | $6,400-39.6% |
| Admin fee / account holder | $209 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |