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 5-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 | $28,231 | $133,958-78.9% | $112,228-74.8% | $134,475-79.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.15% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,873 | $4,038-28.9% | $3,635-21.0% | $4,740-39.4% |
| Participant deferral / active EE | $11,298 | $5,291+113.5% | $4,728+139.0% | $6,400+76.5% |
| Admin fee / account holder | $156 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |