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 | $22,315 | $129,942-82.8% | $104,294-78.6% | $134,475-83.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.76% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,386 | $4,184-43.0% | $3,372-29.2% | $4,740-49.7% |
| Participant deferral / active EE | $6,060 | $5,588+8.5% | $4,625+31.0% | $6,400-5.3% |
| Admin fee / account holder | $18 | $9,323-99.8% | $7,339-99.8% | $11,426-99.8% |