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 | $36,325 | $167,484-78.3% | $151,611-76.0% | $134,475-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.68% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,890 | $6,829-72.3% | $6,166-69.4% | $4,740-60.1% |
| Participant deferral / active EE | $9,935 | $8,986+10.6% | $8,363+18.8% | $6,400+55.2% |
| Admin fee / account holder | $36 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |