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 7-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 | $41,744 | $167,307-75.0% | $143,757-71.0% | $134,475-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.74% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,691 | $5,619-16.5% | $4,951-5.2% | $4,740-1.0% |
| Participant deferral / active EE | $3,369 | $6,446-47.7% | $5,637-40.2% | $6,400-47.4% |
| Admin fee / account holder | $203 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |