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 | $79,808 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.99% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,011 | $5,619-46.4% | $4,951-39.2% | $4,740-36.5% |
| Participant deferral / active EE | $9,213 | $6,446+42.9% | $5,637+63.4% | $6,400+44.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |