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 5-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 | $63,803 | $167,484-61.9% | $151,611-57.9% | $134,475-52.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.65% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $20,894 | $6,829+206.0% | $6,166+238.9% | $4,740+340.8% |
| Participant deferral / active EE | $14,809 | $8,986+64.8% | $8,363+77.1% | $6,400+131.4% |
| Admin fee / account holder | $88 | $13,783-99.4% | $11,616-99.2% | $11,426-99.2% |