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 | $32,769 | $167,307-80.4% | $143,757-77.2% | $134,475-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.76% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $10,963 | $5,619+95.1% | $4,951+121.4% | $4,740+131.3% |
| Participant deferral / active EE | $7,300 | $6,446+13.3% | $5,637+29.5% | $6,400+14.1% |
| Admin fee / account holder | $62 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |