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 | $27,432 | $167,307-83.6% | $143,757-80.9% | $134,475-79.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,989 | $5,619-29.0% | $4,951-19.4% | $4,740-15.8% |
| Participant deferral / active EE | $6,286 | $6,446-2.5% | $5,637+11.5% | $6,400-1.8% |
| Admin fee / account holder | $182 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |