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 | $26,711 | $167,307-84.0% | $143,757-81.4% | $134,475-80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.92% | 0.46%-8.4pp | -0.04%-7.9pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,600 | $5,619-71.5% | $4,951-67.7% | $4,740-66.2% |
| Participant deferral / active EE | $3,292 | $6,446-48.9% | $5,637-41.6% | $6,400-48.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |