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 | $38,030 | $167,307-77.3% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.08% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,230 | $5,619-78.1% | $4,951-75.2% | $4,740-74.1% |
| Participant deferral / active EE | $10,148 | $6,446+57.4% | $5,637+80.0% | $6,400+58.6% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |