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 9-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 | $50,341 | $167,307-69.9% | $143,757-65.0% | $134,475-62.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.10% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,038 | $5,619-45.9% | $4,951-38.6% | $4,740-35.9% |
| Participant deferral / active EE | $6,901 | $6,446+7.1% | $5,637+22.4% | $6,400+7.8% |
| Admin fee / account holder | $71 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |