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 4-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 | $23,065 | $190,805-87.9% | $159,960-85.6% | $134,475-82.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.98% | 552.23%-560.2pp | 408.60%-416.6pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,426 | $4,995-51.4% | $4,226-42.6% | $4,740-48.8% |
| Participant deferral / active EE | $7,116 | $6,923+2.8% | $6,182+15.1% | $6,400+11.2% |
| Admin fee / account holder | $206 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |