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 | $130,391 | $167,484-22.1% | $151,611-14.0% | $134,475-3.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.95% | 7.80%-17.8pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $9,070 | $6,829+32.8% | $6,166+47.1% | $4,740+91.4% |
| Participant deferral / active EE | $16,858 | $8,986+87.6% | $8,363+101.6% | $6,400+163.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |