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 | $91,359 | $142,344-35.8% | $119,609-23.6% | $134,475-32.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.11% | -12.44%+7.3pp | -14.97%+9.9pp | 417.96%-423.1pp |
| Employer contribution / active EE | $2,500 | $5,222-52.1% | $4,232-40.9% | $4,740-47.3% |
| Participant deferral / active EE | $13,667 | $6,469+111.3% | $5,602+144.0% | $6,400+113.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |