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 | $38,293 | $167,307-77.1% | $143,757-73.4% | $134,475-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.21% | 0.46%-7.7pp | -0.04%-7.2pp | 417.96%-425.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,602 | $6,446+2.4% | $5,637+17.1% | $6,400+3.2% |
| Admin fee / account holder | $9 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |