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 | $28,469 | $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 | -13.19% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,323 | $5,619-58.7% | $4,951-53.1% | $4,740-51.0% |
| Participant deferral / active EE | $6,946 | $6,446+7.8% | $5,637+23.2% | $6,400+8.5% |
| Admin fee / account holder | $91 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |