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 | $36,015 | $167,307-78.5% | $143,757-74.9% | $134,475-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.87% | 0.46%-5.3pp | -0.04%-4.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $9,939 | $5,619+76.9% | $4,951+100.7% | $4,740+109.7% |
| Participant deferral / active EE | $4,750 | $6,446-26.3% | $5,637-15.7% | $6,400-25.8% |
| Admin fee / account holder | $105 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |