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 7-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 | $113,219 | $140,588-19.5% | $123,104-8.0% | $125,391-9.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.59% | 16.80%-17.4pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $9,600 | $6,041+58.9% | $5,151+86.4% | $4,866+97.3% |
| Participant deferral / active EE | $18,000 | $6,980+157.9% | $6,230+188.9% | $5,352+236.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |