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 | $31,420 | $133,958-76.5% | $112,228-72.0% | $134,475-76.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.46% | 47.11%-48.6pp | 27.45%-28.9pp | 417.96%-419.4pp |
| Employer contribution / active EE | $2,985 | $4,038-26.1% | $3,635-17.9% | $4,740-37.0% |
| Participant deferral / active EE | $5,064 | $5,291-4.3% | $4,728+7.1% | $6,400-20.9% |
| Admin fee / account holder | $143 | $7,489-98.1% | $6,410-97.8% | $11,426-98.8% |