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 8-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 | $23,533 | $167,307-85.9% | $143,757-83.6% | $134,475-82.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -16.62% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,855 | $5,619-13.6% | $4,951-1.9% | $4,740+2.4% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $266 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |