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 9-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 | $28,518 | $167,307-83.0% | $143,757-80.2% | $134,475-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,804 | $5,619+21.1% | $4,951+37.4% | $4,740+43.6% |
| Participant deferral / active EE | $6,177 | $6,446-4.2% | $5,637+9.6% | $6,400-3.5% |
| Admin fee / account holder | $28 | $18,088-99.8% | $14,673-99.8% | $11,426-99.8% |