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 | $35,359 | $167,307-78.9% | $143,757-75.4% | $134,475-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.64% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $13,201 | $5,619+134.9% | $4,951+166.6% | $4,740+178.5% |
| Participant deferral / active EE | $6,307 | $6,446-2.2% | $5,637+11.9% | $6,400-1.5% |
| Admin fee / account holder | $253 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |