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 6-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 | $40,090 | $167,307-76.0% | $143,757-72.1% | $134,475-70.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.61% | 0.46%-6.1pp | -0.04%-5.6pp | 417.96%-423.6pp |
| Employer contribution / active EE | $12,034 | $5,619+114.2% | $4,951+143.1% | $4,740+153.9% |
| Participant deferral / active EE | $12,135 | $6,446+88.3% | $5,637+115.3% | $6,400+89.6% |
| Admin fee / account holder | $187 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |