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 6-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 | $32,265 | $167,307-80.7% | $143,757-77.6% | $134,475-76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.80% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,632 | $5,619-17.6% | $4,951-6.5% | $4,740-2.3% |
| Participant deferral / active EE | $8,375 | $6,446+29.9% | $5,637+48.6% | $6,400+30.9% |
| Admin fee / account holder | $128 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |