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 8-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 | $163,090 | $90,590+80.0% | $90,782+79.7% | $135,375+20.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.82% | -3.40%-1.4pp | -3.42%-1.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,560 | $4,352+4.8% | $4,105+11.1% | $4,779-4.6% |
| Participant deferral / active EE | $3,965 | $5,407-26.7% | $5,366-26.1% | $5,609-29.3% |
| Admin fee / account holder | $271 | $7,683-96.5% | $5,908-95.4% | $10,827-97.5% |