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 | $37,226 | $167,307-77.7% | $143,757-74.1% | $134,475-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.72% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,160 | $5,619-79.4% | $4,951-76.6% | $4,740-75.5% |
| Participant deferral / active EE | $5,200 | $6,446-19.3% | $5,637-7.8% | $6,400-18.7% |
| Admin fee / account holder | $192 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |