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 | $61,112 | $211,958-71.2% | $169,463-63.9% | $135,375-54.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.47% | 3.26%-7.7pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $14,903 | $5,120+191.1% | $4,159+258.3% | $4,779+211.9% |
| Participant deferral / active EE | $16,471 | $6,075+171.1% | $5,277+212.2% | $5,609+193.7% |
| Admin fee / account holder | $155 | $11,471-98.6% | $9,109-98.3% | $10,827-98.6% |