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 | $67,716 | $167,484-59.6% | $151,611-55.3% | $134,475-49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.59% | 7.80%-19.4pp | 3.33%-14.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,386 | $6,829-50.4% | $6,166-45.1% | $4,740-28.6% |
| Participant deferral / active EE | $15,300 | $8,986+70.3% | $8,363+82.9% | $6,400+139.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |