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 10-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 | $32,045 | $167,307-80.8% | $143,757-77.7% | $134,475-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.21% | 0.46%-8.7pp | -0.04%-8.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $1,920 | $5,619-65.8% | $4,951-61.2% | $4,740-59.5% |
| Participant deferral / active EE | $4,465 | $6,446-30.7% | $5,637-20.8% | $6,400-30.2% |
| Admin fee / account holder | $78 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |