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 | $22,851 | $167,307-86.3% | $143,757-84.1% | $134,475-83.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.86% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,111 | $5,619-9.0% | $4,951+3.2% | $4,740+7.8% |
| Participant deferral / active EE | $5,852 | $6,446-9.2% | $5,637+3.8% | $6,400-8.6% |
| Admin fee / account holder | $136 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |