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 10-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 | $110,577 | $167,484-34.0% | $151,611-27.1% | $134,475-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.57% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $15,182 | $6,829+122.3% | $6,166+146.2% | $4,740+220.3% |
| Participant deferral / active EE | $16,317 | $8,986+81.6% | $8,363+95.1% | $6,400+155.0% |
| Admin fee / account holder | $23 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |