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 | $27,623 | $133,958-79.4% | $112,228-75.4% | $134,475-79.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.99% | 47.11%-59.1pp | 27.45%-39.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $7,765 | $4,038+92.3% | $3,635+113.6% | $4,740+63.8% |
| Participant deferral / active EE | $1,740 | $5,291-67.1% | $4,728-63.2% | $6,400-72.8% |
| Admin fee / account holder | $173 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |