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 8-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 | $31,599 | $167,307-81.1% | $143,757-78.0% | $134,475-76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.21% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $5,545 | $5,619-1.3% | $4,951+12.0% | $4,740+17.0% |
| Participant deferral / active EE | $5,816 | $6,446-9.8% | $5,637+3.2% | $6,400-9.1% |
| Admin fee / account holder | $242 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |