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 5-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 | $34,252 | $167,484-79.5% | $151,611-77.4% | $134,475-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.09% | 7.80%-16.9pp | 3.33%-12.4pp | 417.96%-427.1pp |
| Employer contribution / active EE | $6,988 | $6,829+2.3% | $6,166+13.3% | $4,740+47.4% |
| Participant deferral / active EE | $14,816 | $8,986+64.9% | $8,363+77.2% | $6,400+131.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |