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 7-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 | $21,499 | $167,307-87.1% | $143,757-85.0% | $134,475-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.47% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,412 | $5,619-57.1% | $4,951-51.3% | $4,740-49.1% |
| Participant deferral / active EE | $3,265 | $6,446-49.4% | $5,637-42.1% | $6,400-49.0% |
| Admin fee / account holder | $120 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |