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 | $51,713 | $167,484-69.1% | $151,611-65.9% | $134,475-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.10% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,511 | $6,829-48.6% | $6,166-43.1% | $4,740-25.9% |
| Participant deferral / active EE | $18,329 | $8,986+104.0% | $8,363+119.2% | $6,400+186.4% |
| Admin fee / account holder | $67 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |