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 | $44,614 | $167,307-73.3% | $143,757-69.0% | $134,475-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,807 | $5,619-67.8% | $4,951-63.5% | $4,740-61.9% |
| Participant deferral / active EE | $6,715 | $6,446+4.2% | $5,637+19.1% | $6,400+4.9% |
| Admin fee / account holder | $19 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |