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 9-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 | $18,678 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -17.42% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,434 | $5,619-74.5% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $3,713 | $6,446-42.4% | $5,637-34.1% | $6,400-42.0% |
| Admin fee / account holder | $211 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |