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 | $35,928 | $167,484-78.5% | $151,611-76.3% | $134,475-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.62% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,673 | $6,829+12.4% | $6,166+24.4% | $4,740+61.9% |
| Participant deferral / active EE | $18,798 | $8,986+109.2% | $8,363+124.8% | $6,400+193.7% |
| Admin fee / account holder | $45 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |