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 | $116,507 | $211,958-45.0% | $169,463-31.2% | $135,375-13.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.98% | 3.26%-8.2pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,997 | $5,120+17.1% | $4,159+44.2% | $4,779+25.5% |
| Participant deferral / active EE | $4,102 | $6,075-32.5% | $5,277-22.3% | $5,609-26.9% |
| Admin fee / account holder | $107 | $11,471-99.1% | $9,109-98.8% | $10,827-99.0% |