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 | $73,564 | $167,484-56.1% | $151,611-51.5% | $134,475-45.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.86% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,572 | $6,829-77.0% | $6,166-74.5% | $4,740-66.8% |
| Participant deferral / active EE | $18,174 | $8,986+102.2% | $8,363+117.3% | $6,400+184.0% |
| Admin fee / account holder | $231 | $13,783-98.3% | $11,616-98.0% | $11,426-98.0% |