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 9-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 | $27,189 | $167,307-83.7% | $143,757-81.1% | $134,475-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.49% | 0.46%-5.9pp | -0.04%-5.4pp | 417.96%-423.5pp |
| Employer contribution / active EE | $2,857 | $5,619-49.2% | $4,951-42.3% | $4,740-39.7% |
| Participant deferral / active EE | $6,128 | $6,446-4.9% | $5,637+8.7% | $6,400-4.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |