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 | $115,930 | $167,484-30.8% | $151,611-23.5% | $134,475-13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.78% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $8,028 | $6,829+17.6% | $6,166+30.2% | $4,740+69.4% |
| Participant deferral / active EE | $16,498 | $8,986+83.6% | $8,363+97.3% | $6,400+157.8% |
| Admin fee / account holder | $63 | $13,783-99.5% | $11,616-99.5% | $11,426-99.5% |