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 7-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 | $65,140 | $167,484-61.1% | $151,611-57.0% | $134,475-51.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.79% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $12,668 | $6,829+85.5% | $6,166+105.5% | $4,740+167.3% |
| Participant deferral / active EE | $13,546 | $8,986+50.8% | $8,363+62.0% | $6,400+111.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |