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 | $90,754 | $167,484-45.8% | $151,611-40.1% | $134,475-32.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.97% | 7.80%-12.8pp | 3.33%-8.3pp | 417.96%-422.9pp |
| Employer contribution / active EE | $6,873 | $6,829+0.6% | $6,166+11.5% | $4,740+45.0% |
| Participant deferral / active EE | $9,783 | $8,986+8.9% | $8,363+17.0% | $6,400+52.9% |
| Admin fee / account holder | $76 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |