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 10-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 | $72,192 | $167,484-56.9% | $151,611-52.4% | $134,475-46.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.68% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $9,189 | $6,829+34.6% | $6,166+49.0% | $4,740+93.9% |
| Participant deferral / active EE | $10,865 | $8,986+20.9% | $8,363+29.9% | $6,400+69.8% |
| Admin fee / account holder | $286 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |