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 | $91,136 | $129,942-29.9% | $104,294-12.6% | $134,475-32.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.11% | 42.03%-62.1pp | 24.61%-44.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $15,100 | $4,184+260.9% | $3,372+347.8% | $4,740+218.6% |
| Participant deferral / active EE | $14,000 | $5,588+150.5% | $4,625+202.7% | $6,400+118.8% |
| Admin fee / account holder | $43 | $9,323-99.5% | $7,339-99.4% | $11,426-99.6% |