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 | $28,812 | $167,307-82.8% | $143,757-80.0% | $134,475-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.10% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,075 | $5,619-63.1% | $4,951-58.1% | $4,740-56.2% |
| Participant deferral / active EE | $4,307 | $6,446-33.2% | $5,637-23.6% | $6,400-32.7% |
| Admin fee / account holder | $183 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |