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 8-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 | $52,021 | $167,484-68.9% | $151,611-65.7% | $134,475-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.01% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,117 | $6,829-39.7% | $6,166-33.2% | $4,740-13.1% |
| Participant deferral / active EE | $11,004 | $8,986+22.5% | $8,363+31.6% | $6,400+71.9% |
| Admin fee / account holder | $92 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |