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 9-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 | $55,236 | $167,307-67.0% | $143,757-61.6% | $134,475-58.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.29% | 0.46%-5.7pp | -0.04%-5.2pp | 417.96%-423.3pp |
| Employer contribution / active EE | $11,723 | $5,619+108.6% | $4,951+136.8% | $4,740+147.3% |
| Participant deferral / active EE | $10,314 | $6,446+60.0% | $5,637+83.0% | $6,400+61.2% |
| Admin fee / account holder | $141 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |