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 8-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 | $51,262 | $167,307-69.4% | $143,757-64.3% | $134,475-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.93% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $16,538 | $5,619+194.3% | $4,951+234.0% | $4,740+248.9% |
| Participant deferral / active EE | $10,070 | $6,446+56.2% | $5,637+78.6% | $6,400+57.4% |
| Admin fee / account holder | $289 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |