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 9-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 | $61,074 | $167,484-63.5% | $151,611-59.7% | $134,475-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.47% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,846 | $6,829-58.3% | $6,166-53.8% | $4,740-40.0% |
| Participant deferral / active EE | $12,950 | $8,986+44.1% | $8,363+54.8% | $6,400+102.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |