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 9-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 | $40,898 | $167,307-75.6% | $143,757-71.6% | $134,475-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,912 | $5,619+40.8% | $4,951+59.8% | $4,740+66.9% |
| Participant deferral / active EE | $5,484 | $6,446-14.9% | $5,637-2.7% | $6,400-14.3% |
| Admin fee / account holder | $256 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |