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 6-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 | $48,135 | $167,307-71.2% | $143,757-66.5% | $134,475-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.39% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $7,261 | $5,619+29.2% | $4,951+46.7% | $4,740+53.2% |
| Participant deferral / active EE | $6,866 | $6,446+6.5% | $5,637+21.8% | $6,400+7.3% |
| Admin fee / account holder | $297 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |