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 6-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 | $42,147 | $167,484-74.8% | $151,611-72.2% | $134,475-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.07% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,775 | $6,829-44.7% | $6,166-38.8% | $4,740-20.3% |
| Participant deferral / active EE | $8,994 | $8,986+0.1% | $8,363+7.5% | $6,400+40.5% |
| Admin fee / account holder | $64 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |