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 | $19,567 | $167,307-88.3% | $143,757-86.4% | $134,475-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.15% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,738 | $5,619-69.1% | $4,951-64.9% | $4,740-63.3% |
| Participant deferral / active EE | $3,542 | $6,446-45.0% | $5,637-37.2% | $6,400-44.6% |
| Admin fee / account holder | $208 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |