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 | $159,484 | $167,484-4.8% | $151,611+5.2% | $134,475+18.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.90% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $11,165 | $6,829+63.5% | $6,166+81.1% | $4,740+135.6% |
| Participant deferral / active EE | $9,838 | $8,986+9.5% | $8,363+17.6% | $6,400+53.7% |
| Admin fee / account holder | $41 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |