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 | $37,184 | $167,307-77.8% | $143,757-74.1% | $134,475-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.38% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,462 | $5,619-74.0% | $4,951-70.5% | $4,740-69.1% |
| Participant deferral / active EE | $5,364 | $6,446-16.8% | $5,637-4.8% | $6,400-16.2% |
| Admin fee / account holder | $156 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |