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 6-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 | $47,415 | $167,484-71.7% | $151,611-68.7% | $134,475-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.49% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,520 | $6,829-77.7% | $6,166-75.3% | $4,740-67.9% |
| Participant deferral / active EE | $12,644 | $8,986+40.7% | $8,363+51.2% | $6,400+97.6% |
| Admin fee / account holder | $44 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |