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 | $78,776 | $190,805-58.7% | $159,960-50.8% | $134,475-41.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.87% | 552.23%-553.1pp | 408.60%-409.5pp | 417.96%-418.8pp |
| Employer contribution / active EE | $3,600 | $4,995-27.9% | $4,226-14.8% | $4,740-24.0% |
| Participant deferral / active EE | $27,000 | $6,923+290.0% | $6,182+336.7% | $6,400+321.9% |
| Admin fee / account holder | $151 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |