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 | $98,347 | $167,307-41.2% | $143,757-31.6% | $134,475-26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.26% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $14,226 | $5,619+153.2% | $4,951+187.3% | $4,740+200.1% |
| Participant deferral / active EE | $12,998 | $6,446+101.7% | $5,637+130.6% | $6,400+103.1% |
| Admin fee / account holder | $233 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |