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 10-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 | $37,924 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.77% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,814 | $5,619-49.9% | $4,951-43.2% | $4,740-40.6% |
| Participant deferral / active EE | $6,866 | $6,446+6.5% | $5,637+21.8% | $6,400+7.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |