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 | $24,169 | $167,484-85.6% | $151,611-84.1% | $134,475-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.75% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,759 | $6,829-59.6% | $6,166-55.2% | $4,740-41.8% |
| Participant deferral / active EE | $5,548 | $8,986-38.3% | $8,363-33.7% | $6,400-13.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |