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 | $32,992 | $133,958-75.4% | $112,228-70.6% | $134,475-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.88% | 47.11%-52.0pp | 27.45%-32.3pp | 417.96%-422.8pp |
| Employer contribution / active EE | $17,787 | $4,038+340.5% | $3,635+389.4% | $4,740+275.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $101 | $7,489-98.7% | $6,410-98.4% | $11,426-99.1% |