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 7-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 | $26,114 | $167,307-84.4% | $143,757-81.8% | $134,475-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,905 | $5,619-48.3% | $4,951-41.3% | $4,740-38.7% |
| Participant deferral / active EE | $6,757 | $6,446+4.8% | $5,637+19.9% | $6,400+5.6% |
| Admin fee / account holder | $104 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |