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 6-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 | $23,602 | $167,307-85.9% | $143,757-83.6% | $134,475-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.38% | 0.46%-3.8pp | -0.04%-3.3pp | 417.96%-421.3pp |
| Employer contribution / active EE | $2,978 | $5,619-47.0% | $4,951-39.8% | $4,740-37.2% |
| Participant deferral / active EE | $9,163 | $6,446+42.2% | $5,637+62.6% | $6,400+43.2% |
| Admin fee / account holder | $9 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |