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 8-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 | $157,031 | $167,484-6.2% | $151,611+3.6% | $134,475+16.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.07% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,141 | $6,829-68.7% | $6,166-65.3% | $4,740-54.8% |
| Participant deferral / active EE | $10,370 | $8,986+15.4% | $8,363+24.0% | $6,400+62.0% |
| Admin fee / account holder | $46 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |