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 | $20,745 | $167,307-87.6% | $143,757-85.6% | $134,475-84.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,121 | $5,619-44.5% | $4,951-37.0% | $4,740-34.2% |
| Participant deferral / active EE | $9,438 | $6,446+46.4% | $5,637+67.4% | $6,400+47.5% |
| Admin fee / account holder | $111 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |