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 8-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 | $30,364 | $167,307-81.9% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.78% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,355 | $5,619-22.5% | $4,951-12.0% | $4,740-8.1% |
| Participant deferral / active EE | $3,727 | $6,446-42.2% | $5,637-33.9% | $6,400-41.8% |
| Admin fee / account holder | $244 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |