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 5-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 | $108,947 | $167,484-35.0% | $151,611-28.1% | $134,475-19.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $15,007 | $6,829+119.7% | $6,166+143.4% | $4,740+216.6% |
| Participant deferral / active EE | $16,307 | $8,986+81.5% | $8,363+95.0% | $6,400+154.8% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |