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 | $25,712 | $167,307-84.6% | $143,757-82.1% | $134,475-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.04% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,594 | $5,619-71.6% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $3,674 | $6,446-43.0% | $5,637-34.8% | $6,400-42.6% |
| Admin fee / account holder | $45 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |