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 3-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 | $23,086 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.17% | 0.46%-4.6pp | -0.04%-4.1pp | 417.96%-422.1pp |
| Employer contribution / active EE | $4,455 | $5,619-20.7% | $4,951-10.0% | $4,740-6.0% |
| Participant deferral / active EE | $7,515 | $6,446+16.6% | $5,637+33.3% | $6,400+17.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |