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 10-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 | $85,914 | $167,484-48.7% | $151,611-43.3% | $134,475-36.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.86% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,892 | $6,829-43.0% | $6,166-36.9% | $4,740-17.9% |
| Participant deferral / active EE | $9,447 | $8,986+5.1% | $8,363+13.0% | $6,400+47.6% |
| Admin fee / account holder | $67 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |