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 10-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 | $24,958 | $167,307-85.1% | $143,757-82.6% | $134,475-81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.77% | 0.46%-8.2pp | -0.04%-7.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,872 | $5,619-66.7% | $4,951-62.2% | $4,740-60.5% |
| Participant deferral / active EE | $2,687 | $6,446-58.3% | $5,637-52.3% | $6,400-58.0% |
| Admin fee / account holder | $197 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |