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 | $27,228 | $133,958-79.7% | $112,228-75.7% | $134,475-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.72% | 47.11%-60.8pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,049 | $5,291+14.3% | $4,728+27.9% | $6,400-5.5% |
| Admin fee / account holder | $204 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |