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 | $51,507 | $127,386-59.6% | $115,037-55.2% | $125,391-58.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.62% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $17,202 | $6,423+167.8% | $6,026+185.4% | $5,352+221.4% |
| Admin fee / account holder | $122 | $9,516-98.7% | $8,175-98.5% | $9,540-98.7% |