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 | $19,938 | $167,307-88.1% | $143,757-86.1% | $134,475-85.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.87% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,777 | $5,619-68.4% | $4,951-64.1% | $4,740-62.5% |
| Participant deferral / active EE | $7,958 | $6,446+23.5% | $5,637+41.2% | $6,400+24.4% |
| Admin fee / account holder | $190 | $18,088-99.0% | $14,673-98.7% | $11,426-98.3% |