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 5-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 | $19,389 | $133,958-85.5% | $112,228-82.7% | $134,475-85.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,773 | $4,038-6.6% | $3,635+3.8% | $4,740-20.4% |
| Participant deferral / active EE | $4,477 | $5,291-15.4% | $4,728-5.3% | $6,400-30.0% |
| Admin fee / account holder | $161 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |