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 | $187,965 | $82,286+128.4% | $68,791+173.2% | $134,475+39.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.47% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $20,851 | $3,301+531.7% | $2,655+685.3% | $4,740+339.9% |
| Participant deferral / active EE | $16,887 | $4,739+256.4% | $3,941+328.5% | $6,400+163.9% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |