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 | $46,220 | $167,307-72.4% | $143,757-67.8% | $134,475-65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $9,592 | $5,619+70.7% | $4,951+93.7% | $4,740+102.4% |
| Participant deferral / active EE | $7,255 | $6,446+12.6% | $5,637+28.7% | $6,400+13.4% |
| Admin fee / account holder | $293 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |