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 9-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 | $90,206 | $167,484-46.1% | $151,611-40.5% | $134,475-32.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.34% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $9,761 | $6,829+42.9% | $6,166+58.3% | $4,740+105.9% |
| Participant deferral / active EE | $7,125 | $8,986-20.7% | $8,363-14.8% | $6,400+11.3% |
| Admin fee / account holder | $195 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |