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 | $57,280 | $167,484-65.8% | $151,611-62.2% | $134,475-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $17,773 | $6,829+160.2% | $6,166+188.2% | $4,740+275.0% |
| Participant deferral / active EE | $6,795 | $8,986-24.4% | $8,363-18.8% | $6,400+6.2% |
| Admin fee / account holder | $275 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |