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 | $32,767 | $167,307-80.4% | $143,757-77.2% | $134,475-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,166 | $5,619-61.5% | $4,951-56.3% | $4,740-54.3% |
| Participant deferral / active EE | $6,103 | $6,446-5.3% | $5,637+8.3% | $6,400-4.6% |
| Admin fee / account holder | $161 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |