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 | $83,633 | $167,307-50.0% | $143,757-41.8% | $134,475-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,566 | $5,619-54.3% | $4,951-48.2% | $4,740-45.9% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,637+139.5% | $6,400+110.9% |
| Admin fee / account holder | $186 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |