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 | $21,096 | $167,307-87.4% | $143,757-85.3% | $134,475-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.33% | 0.46%-5.8pp | -0.04%-5.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $4,509 | $5,619-19.8% | $4,951-8.9% | $4,740-4.9% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,637+59.7% | $6,400+40.6% |
| Admin fee / account holder | $86 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |