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 6-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 | $137,936 | $167,484-17.6% | $151,611-9.0% | $134,475+2.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.88% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,392 | $6,829-65.0% | $6,166-61.2% | $4,740-49.5% |
| Participant deferral / active EE | $3,589 | $8,986-60.1% | $8,363-57.1% | $6,400-43.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |