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 4-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 | $34,194 | $167,307-79.6% | $143,757-76.2% | $134,475-74.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.30% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $20,000 | $5,619+255.9% | $4,951+304.0% | $4,740+322.0% |
| Participant deferral / active EE | $10,378 | $6,446+61.0% | $5,637+84.1% | $6,400+62.2% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |