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 6-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 | $27,228 | $167,307-83.7% | $143,757-81.1% | $134,475-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.26% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,827 | $5,619+92.7% | $4,951+118.7% | $4,740+128.4% |
| Participant deferral / active EE | $4,730 | $6,446-26.6% | $5,637-16.1% | $6,400-26.1% |
| Admin fee / account holder | $45 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |