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 | $99,645 | $110,094-9.5% | $151,611-34.3% | $68,494+45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 9.50% | -10.12%+19.6pp | 3.33%+6.2pp | -7.84%+17.3pp |
| Employer contribution / active EE | $18,320 | $4,471+309.8% | $6,166+197.1% | $2,596+605.6% |
| Participant deferral / active EE | $16,669 | $6,527+155.4% | $8,363+99.3% | $4,027+313.9% |
| Admin fee / account holder | $89 | $7,719-98.9% | $11,616-99.2% | $5,403-98.4% |