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 5-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 | $28,682 | $167,307-82.9% | $143,757-80.0% | $134,475-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.81% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,960 | $5,619-65.1% | $4,951-60.4% | $4,740-58.7% |
| Participant deferral / active EE | $14,299 | $6,446+121.8% | $5,637+153.7% | $6,400+123.4% |
| Admin fee / account holder | $173 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |