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 | $99,281 | $100,754-1.5% | $86,677+14.5% | $134,475-26.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.55% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,992 | $3,489-42.9% | $2,836-29.8% | $4,740-58.0% |
| Participant deferral / active EE | $3,623 | $5,338-32.1% | $4,656-22.2% | $6,400-43.4% |
| Admin fee / account holder | $213 | $10,926-98.1% | $7,493-97.2% | $11,426-98.1% |